Snowden Capital Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Snowden Capital Advisors’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,898	Closed	-$203K	–	1167
2022 Q4	$203K	Buy	+8,898	New	+$199K	0.01%	1066
2022 Q3	–	Sell	-10,426	Closed	-$239K	–	1138
2022 Q2	$239K	Buy	10,426 +1,355	+15%	+$33.1K	0.01%	966
2022 Q1	$231K	Buy	9,071 +7,319	+418%	+$181K	0.01%	922
2021 Q4	$45K	Buy	+1,752	New	+$42.9K	﹤0.01%	1066
2020 Q1	–	Sell	-8,170	Closed	-$223K	–	558
2019 Q4	$223K	Buy	8,170 +85	+1%	+$2.31K	0.02%	548
2019 Q3	$230K	Buy	8,085 +87	+1%	+$2.27K	0.02%	474
2019 Q2	$203K	Sell	7,998 -1,725	-18%	-$42.9K	0.02%	492
2019 Q1	$241K	Buy	+9,723	New	+$228K	0.03%	442
2018 Q4	–	Sell	-9,335	Closed	-$218K	–	485
2018 Q3	$218K	Buy	9,335 +121	+1%	+$2.83K	0.02%	455
2018 Q2	$215K	Buy	+9,214	New	+$206K	0.03%	412
2018 Q1	–	Sell	-8,973	Closed	-$221K	–	391
2017 Q4	$221K	Buy	8,973 +233	+3%	+$5.96K	0.03%	377
2017 Q3	$226K	Buy	8,740 +98	+1%	+$2.51K	0.04%	352
2017 Q2	$221K	Buy	8,642 +97	+1%	+$2.47K	0.04%	323
2017 Q1	$210K	Buy	+8,545	New	+$208K	0.05%	315

Other funds holding HTD

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Snowden Capital Advisors's HTD Position: Q1 2023 in Review

Snowden Capital Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2023, closing a stake of 8,898 shares — an estimated $203K sold.

Snowden Capital Advisors first reported a position in HTD in Q1 2017 and held it in 14 quarters. The position peaked at $241K in Q1 2019. 81 funds tracked by Wall St. Rank hold HTD as of Q1 2023.

Snowden Capital Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
Snowden Capital Advisors sold 8,898 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2023, an estimated $203K.
Snowden Capital Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2017 and held it in 14 quarters.
Snowden Capital Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $241K in Q1 2019.
81 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2023.

Based on Snowden Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.