Stonebridge Capital Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Stonebridge Capital Advisors’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-249	Closed	-$13.7K	–	963
2023 Q2	$13.7K	Hold	249	–	–	﹤0.01%	570
2023 Q1	$12.9K	Hold	249	–	–	﹤0.01%	577
2022 Q4	$12.3K	Hold	249	–	–	﹤0.01%	567
2022 Q3	$11K	Hold	249	–	–	﹤0.01%	562
2022 Q2	$12K	Hold	249	–	–	﹤0.01%	570
2022 Q1	$14K	Hold	249	–	–	﹤0.01%	603
2021 Q4	$15K	Buy	+249	New	+$14.4K	﹤0.01%	563

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Stonebridge Capital Advisors's JHML Position: Q3 2023 in Review

Stonebridge Capital Advisors sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2023, closing a stake of 249 shares — an estimated $13.7K sold.

Stonebridge Capital Advisors first reported a position in JHML in Q4 2021 and held it in 7 quarters. The position peaked at $15K in Q4 2021. 88 funds tracked by Wall St. Rank hold JHML as of Q3 2023.

Stonebridge Capital Advisors reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 249 John Hancock Multifactor Large Cap ETF shares in Q3 2023, an estimated $13.7K.
Stonebridge Capital Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2021 and held it in 7 quarters.
Stonebridge Capital Advisors's John Hancock Multifactor Large Cap ETF position peaked at $15K in Q4 2021.
88 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.