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Stephens Consulting’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Stephens Consulting’s Portfolio JHMM Stock Details JHMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-272
Closed -$11.6K – 537
2022
Q3 		$11.6K Hold
272
– – 0.01% 313
2022
Q2 		$12K Hold
272
– – 0.01% 300
2022
Q1 		$14.3K Sell
272
-1,339
-83% -$69.7K 0.01% 307
2021
Q4 		$89.6K Buy
+1,611
New +$87.8K 0.07% 156

Other funds holding JHMM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stephens Consulting's JHMM Position: Q4 2022 in Review

Stephens Consulting sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2022, closing a stake of 272 shares — an estimated $11.6K sold.

Stephens Consulting first reported a position in JHMM in Q4 2021 and held it in 4 quarters. The position peaked at $89.6K in Q4 2021. 177 funds tracked by Wall St. Rank hold JHMM as of Q4 2022.

  • Stephens Consulting reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 272 John Hancock Multifactor Mid Cap ETF shares in Q4 2022, an estimated $11.6K.
  • Stephens Consulting first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2021 and held it in 4 quarters.
  • Stephens Consulting's John Hancock Multifactor Mid Cap ETF position peaked at $89.6K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.