LAS
HTD

LWM Advisory Services’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

LWM Advisory Services’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,107
Closed -$19.7K – 113
2023
Q3 		$19.7K Buy
+1,107
New +$21.8K 0.02% 113

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

LWM Advisory Services's HTD Position: Q4 2023 in Review

LWM Advisory Services sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2023, closing a stake of 1,107 shares — an estimated $19.7K sold.

LWM Advisory Services first reported a position in HTD in Q3 2023 and held it in 1 quarter. The position peaked at $19.7K in Q3 2023. 88 funds tracked by Wall St. Rank hold HTD as of Q4 2023.

  • LWM Advisory Services reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 1,107 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2023, an estimated $19.7K.
  • LWM Advisory Services first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $19.7K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.