PWM
BTO

PRW Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

PRW Wealth Management’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,625
Closed -$324K – 122
2021
Q2 		$324K Buy
+8,625
New +$341K 0.1% 200

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PRW Wealth Management's BTO Position: Q3 2021 in Review

PRW Wealth Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2021, closing a stake of 8,625 shares — an estimated $324K sold.

PRW Wealth Management first reported a position in BTO in Q2 2021 and held it in 1 quarter. The position peaked at $324K in Q2 2021. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2021.

  • PRW Wealth Management reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 8,625 John Hancock Financial Opportunities Fund shares in Q3 2021, an estimated $324K.
  • PRW Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's John Hancock Financial Opportunities Fund position peaked at $324K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.