Patriot Financial Group Insurance Agency’s John Hancock Multifactor Industrials ETF JHMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-278	Closed	-$14K	–	2227
2022 Q1	$14K	Buy	278 +24	+9%	+$1.24K	﹤0.01%	1244
2021 Q4	$14K	Sell	254 -12	-5%	-$651	﹤0.01%	1367
2021 Q3	$13K	Hold	266	–	–	﹤0.01%	1384
2021 Q2	$14K	Buy	266 +1	+0.4%	+$52	﹤0.01%	1333
2021 Q1	$13K	Buy	+265	New	+$12.3K	﹤0.01%	1278

Other funds holding JHMI

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

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JHMI Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of John Hancock Multifactor Industrials ETF (JHMI) in Q2 2022, closing a stake of 278 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in JHMI in Q1 2021 and held it in 5 quarters. The position peaked at $14K in Q1 2022. 12 funds tracked by Wall St. Rank hold JHMI as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining John Hancock Multifactor Industrials ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 278 John Hancock Multifactor Industrials ETF shares in Q2 2022, an estimated $14K.
Patriot Financial Group Insurance Agency first reported a position in John Hancock Multifactor Industrials ETF in Q1 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's John Hancock Multifactor Industrials ETF position peaked at $14K in Q1 2022.
12 funds tracked by Wall St. Rank held John Hancock Multifactor Industrials ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.