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Northwest Financial Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Northwest Financial Advisors’s Portfolio JHMM Stock Details JHMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-151
Closed -$7.95K – 310
2023
Q4 		$7.95K Buy
+151
New +$7.29K 0.01% 399

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwest Financial Advisors's JHMM Position: Q1 2024 in Review

Northwest Financial Advisors sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q1 2024, closing a stake of 151 shares — an estimated $7.95K sold.

Northwest Financial Advisors first reported a position in JHMM in Q4 2023 and held it in 1 quarter. The position peaked at $7.95K in Q4 2023. 220 funds tracked by Wall St. Rank hold JHMM as of Q1 2024.

  • Northwest Financial Advisors reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 151 John Hancock Multifactor Mid Cap ETF shares in Q1 2024, an estimated $7.95K.
  • Northwest Financial Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $7.95K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.