NewEdge Advisors’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

NewEdge Advisors’s Portfolio HTY Stock Details HTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-14,900	Closed	-$78K	–	4064
2024 Q1	$78K	Hold	14,900	–	–	﹤0.01%	2144
2023 Q4	$76.6K	Sell	14,900 -3,300	-18%	-$14.7K	﹤0.01%	2057
2023 Q3	$80.1K	Sell	18,200 -6,100	-25%	-$28.4K	﹤0.01%	1919
2023 Q2	$114K	Buy	24,300 +1,200	+5%	+$5.65K	﹤0.01%	1811
2023 Q1	$109K	Sell	23,100 -300	-1%	-$1.54K	﹤0.01%	1722
2022 Q4	$116K	Sell	23,400 -1,100	-4%	-$5.31K	﹤0.01%	1382
2022 Q3	$109K	Buy	24,500 +2,900	+13%	+$15.2K	﹤0.01%	1445
2022 Q2	$116K	Sell	21,600 -5,000	-19%	-$29.6K	﹤0.01%	1465
2022 Q1	$180K	Sell	26,600 -50,200	-65%	-$326K	﹤0.01%	1031
2021 Q4	$498K	Buy	+76,800	New	+$496K	0.01%	1083

NewEdge Advisors's HTY Position: Q2 2024 in Review

NewEdge Advisors sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q2 2024, closing a stake of 14,900 shares — an estimated $78K sold.

NewEdge Advisors first reported a position in HTY in Q4 2021 and held it in 10 quarters. The position peaked at $498K in Q4 2021. 0 funds tracked by Wall St. Rank hold HTY as of Q2 2024.

NewEdge Advisors reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 14,900 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q2 2024, an estimated $78K.
NewEdge Advisors first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q4 2021 and held it in 10 quarters.
NewEdge Advisors's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $498K in Q4 2021.
0 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.