Sanctuary Wealth Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Sanctuary Wealth Management’s Portfolio HPI Stock Details HPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$11.6K	Hold	697	–	–	0.01%	164
2024 Q3	$13.2K	Hold	697	–	–	0.01%	166
2024 Q2	$11.6K	Hold	697	–	–	0.01%	146
2024 Q1	$11.6K	Hold	697	–	–	0.01%	144
2023 Q4	$11K	Hold	697	–	–	0.01%	144
2023 Q3	$10.2K	Hold	697	–	–	0.01%	132
2023 Q2	$10.6K	Buy	+697	New	+$10.4K	0.01%	136
2022 Q4	$12.8K	Buy	+798	New	+$12.7K	0.01%	115

Other funds holding HPI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Sanctuary Wealth Management's HPI Position: Q4 2024 in Review

Sanctuary Wealth Management held its John Hancock Preferred Income Fund (HPI) position steady in Q4 2024 at 697 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #164.

Sanctuary Wealth Management first reported a position in HPI in Q4 2022 and has held it in 8 quarters since. The position peaked at $13.2K in Q3 2024. 62 funds tracked by Wall St. Rank hold HPI as of Q4 2024.

Sanctuary Wealth Management held 697 shares of John Hancock Preferred Income Fund worth $11.6K as of Q4 2024.
Sanctuary Wealth Management left its John Hancock Preferred Income Fund share count unchanged in Q4 2024.
John Hancock Preferred Income Fund made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #164 holding.
Sanctuary Wealth Management first reported a position in John Hancock Preferred Income Fund in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's John Hancock Preferred Income Fund position peaked at $13.2K in Q3 2024.
62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.