PFGIA
JHMI

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 – 2232
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BAM
Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return