SW
JHI

Simplicity Wealth’s John Hancock Investors Trust JHI Stock Holding History

Simplicity Wealth’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,351
Closed -$178K – 852
2024
Q2 		$178K Buy
+13,351
New +$178K ﹤0.01% 1125

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Wealth's JHI Position: Q3 2024 in Review

Simplicity Wealth sold out of John Hancock Investors Trust (JHI) in Q3 2024, closing a stake of 13,351 shares — an estimated $178K sold.

Simplicity Wealth first reported a position in JHI in Q2 2024 and held it in 1 quarter. The position peaked at $178K in Q2 2024. 40 funds tracked by Wall St. Rank hold JHI as of Q3 2024.

  • Simplicity Wealth reported no remaining John Hancock Investors Trust position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 13,351 John Hancock Investors Trust shares in Q3 2024, an estimated $178K.
  • Simplicity Wealth first reported a position in John Hancock Investors Trust in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's John Hancock Investors Trust position peaked at $178K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.