SWM
HPS

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

Sanctuary Wealth Management’s Portfolio HPS Stock Details HPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$17.3K Hold
1,154
– – 0.01% 147
2024
Q3 		$19.9K Hold
1,154
– – 0.01% 149
2024
Q2 		$18.2K Sell
1,154
-246
-18% -$3.78K 0.01% 138
2024
Q1 		$21.6K Hold
1,400
– – 0.02% 124
2023
Q4 		$19.8K Hold
1,400
– – 0.02% 123
2023
Q3 		$18.7K Hold
1,400
– – 0.02% 114
2023
Q2 		$19.6K Buy
+1,400
New +$19.3K 0.02% 116
2022
Q4 		$23.1K Buy
+1,600
New +$23.3K 0.03% 98

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Sanctuary Wealth Management held its John Hancock Preferred Income Fund III (HPS) position steady in Q4 2024 at 1,154 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #147.

Sanctuary Wealth Management first reported a position in HPS in Q4 2022 and has held it in 8 quarters since. The position peaked at $23.1K in Q4 2022. 72 funds tracked by Wall St. Rank hold HPS as of Q4 2024.

  • Sanctuary Wealth Management held 1,154 shares of John Hancock Preferred Income Fund III worth $17.3K as of Q4 2024.
  • Sanctuary Wealth Management left its John Hancock Preferred Income Fund III share count unchanged in Q4 2024.
  • John Hancock Preferred Income Fund III made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #147 holding.
  • Sanctuary Wealth Management first reported a position in John Hancock Preferred Income Fund III in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's John Hancock Preferred Income Fund III position peaked at $23.1K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2024.

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