LIA
PDT

Lynx Investment Advisory’s John Hancock Premium Dividend Fund PDT Stock Holding History

Lynx Investment Advisory’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,456
Closed -$17.2K – 591
2024
Q2 		$17.2K Buy
+1,456
New +$16.6K 0.01% 352

Other funds holding PDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Lynx Investment Advisory's PDT Position: Q3 2024 in Review

Lynx Investment Advisory sold out of John Hancock Premium Dividend Fund (PDT) in Q3 2024, closing a stake of 1,456 shares — an estimated $17.2K sold.

Lynx Investment Advisory first reported a position in PDT in Q2 2024 and held it in 1 quarter. The position peaked at $17.2K in Q2 2024. 86 funds tracked by Wall St. Rank hold PDT as of Q3 2024.

  • Lynx Investment Advisory reported no remaining John Hancock Premium Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 1,456 John Hancock Premium Dividend Fund shares in Q3 2024, an estimated $17.2K.
  • Lynx Investment Advisory first reported a position in John Hancock Premium Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's John Hancock Premium Dividend Fund position peaked at $17.2K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.