Patriot Financial Group Insurance Agency’s John Hancock Multifactor Energy ETF JHME Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio JHME Stock Details JHME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-422	Closed	-$9K	–	2321
2021 Q4	$9K	Sell	422 -24	-5%	-$549	﹤0.01%	1552
2021 Q3	$9K	Sell	446 -1	-0.2%	-$19	﹤0.01%	1537
2021 Q2	$9K	Buy	447 +2	+0.4%	+$41	﹤0.01%	1496
2021 Q1	$8K	Buy	+445	New	+$7.85K	﹤0.01%	1450

Other funds holding JHME

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JHME Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of John Hancock Multifactor Energy ETF (JHME) in Q1 2022, closing a stake of 422 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in JHME in Q1 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 15 funds tracked by Wall St. Rank hold JHME as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining John Hancock Multifactor Energy ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 422 John Hancock Multifactor Energy ETF shares in Q1 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in John Hancock Multifactor Energy ETF in Q1 2021 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's John Hancock Multifactor Energy ETF position peaked at $9K in Q4 2021.
15 funds tracked by Wall St. Rank held John Hancock Multifactor Energy ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.