RWMG
PDT

Redwood Wealth Management Group’s John Hancock Premium Dividend Fund PDT Stock Holding History

Redwood Wealth Management Group’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,500
Closed -$29.4K – 820
2024
Q2 		$29.4K Buy
+2,500
New +$28.6K 0.02% 385

Other funds holding PDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of John Hancock Premium Dividend Fund (PDT) in Q3 2024, closing a stake of 2,500 shares — an estimated $29.4K sold.

Redwood Wealth Management Group first reported a position in PDT in Q2 2024 and held it in 1 quarter. The position peaked at $29.4K in Q2 2024. 86 funds tracked by Wall St. Rank hold PDT as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining John Hancock Premium Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,500 John Hancock Premium Dividend Fund shares in Q3 2024, an estimated $29.4K.
  • Redwood Wealth Management Group first reported a position in John Hancock Premium Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's John Hancock Premium Dividend Fund position peaked at $29.4K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2024.

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