RWMG
HTD

Redwood Wealth Management Group’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Redwood Wealth Management Group’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,000
Closed -$60.6K – 564
2024
Q2 		$60.6K Buy
+3,000
New +$59.7K 0.05% 277

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Redwood Wealth Management Group's HTD Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2024, closing a stake of 3,000 shares — an estimated $60.6K sold.

Redwood Wealth Management Group first reported a position in HTD in Q2 2024 and held it in 1 quarter. The position peaked at $60.6K in Q2 2024. 91 funds tracked by Wall St. Rank hold HTD as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 3,000 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2024, an estimated $60.6K.
  • Redwood Wealth Management Group first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $60.6K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.