Patriot Financial Group Insurance Agency’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-78	Closed	-$4K	–	1200
2022 Q2	$4K	Hold	78	–	–	﹤0.01%	1555
2022 Q1	$4K	Buy	+78	New	+$4.36K	﹤0.01%	1693
2021 Q2	–	Sell	-860	Closed	-$44K	–	2123
2021 Q1	$44K	Buy	+860	New	+$42.3K	0.01%	807

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

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

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JHML Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2022, closing a stake of 78 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in JHML in Q1 2021 and held it in 3 quarters. The position peaked at $44K in Q1 2021. 78 funds tracked by Wall St. Rank hold JHML as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 78 John Hancock Multifactor Large Cap ETF shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2021 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's John Hancock Multifactor Large Cap ETF position peaked at $44K in Q1 2021.
78 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.