Sargent Bickham Lagudis’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$6.66K	Hold	200	–	–	﹤0.01%	772
2022 Q3	$6K	Sell	200 -100	-33%	-$3.63K	﹤0.01%	752
2022 Q2	$11K	Buy	300 +100	+50%	+$3.69K	﹤0.01%	678
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	737
2021 Q4	$9K	Hold	200	–	–	﹤0.01%	722
2021 Q3	$9K	Hold	200	–	–	﹤0.01%	731
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	737
2021 Q1	$8K	Buy	+200	New	+$6.98K	﹤0.01%	732

Other funds holding BTO

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Sargent Bickham Lagudis's BTO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its John Hancock Financial Opportunities Fund (BTO) position steady in Q4 2022 at 200 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Sargent Bickham Lagudis first reported a position in BTO in Q1 2021 and has held it in 8 quarters since. The position peaked at $11K in Q2 2022. 61 funds tracked by Wall St. Rank hold BTO as of Q4 2022.

Sargent Bickham Lagudis held 200 shares of John Hancock Financial Opportunities Fund worth $6.66K as of Q4 2022.
Sargent Bickham Lagudis left its John Hancock Financial Opportunities Fund share count unchanged in Q4 2022.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #772 holding.
Sargent Bickham Lagudis first reported a position in John Hancock Financial Opportunities Fund in Q1 2021 and has held it in 8 quarters since.
Sargent Bickham Lagudis's John Hancock Financial Opportunities Fund position peaked at $11K in Q2 2022.
61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.