OIA
HTD

Optimum Investment Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Optimum Investment Advisors’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
2022
Q2 		– Sell
-109
Closed -$3K – 860
2022
Q1 		$3K Buy
+109
New +$2.7K ﹤0.01% 764

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optimum Investment Advisors's HTD Position: Q2 2022 in Review

Optimum Investment Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2022, closing a stake of 109 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in HTD in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 87 funds tracked by Wall St. Rank hold HTD as of Q2 2022.

  • Optimum Investment Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q2 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 109 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2022, an estimated $3K.
  • Optimum Investment Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2022 and held it in 1 quarter.
  • Optimum Investment Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $3K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.