TD Private Client Wealth’s John Hancock Financial Opportunities Fund BTO Stock Holding History

TD Private Client Wealth’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
2024 Q2	–	Sell	-431	Closed	-$12.7K	–	1222
2024 Q1	$12.7K	Hold	431	–	–	﹤0.01%	1007
2023 Q4	$13K	Hold	431	–	–	﹤0.01%	1012
2023 Q3	$11.3K	Hold	431	–	–	﹤0.01%	1014
2023 Q2	$11.6K	Hold	431	–	–	﹤0.01%	1024
2023 Q1	$13.2K	Hold	431	–	–	﹤0.01%	996
2022 Q4	$14.4K	Hold	431	–	–	﹤0.01%	962
2022 Q3	$13.6K	Hold	431	–	–	﹤0.01%	962
2022 Q2	$16K	Hold	431	–	–	﹤0.01%	951
2022 Q1	$17.3K	Hold	431	–	–	﹤0.01%	971
2021 Q4	$20.1K	Hold	431	–	–	﹤0.01%	854
2021 Q3	$18.3K	Hold	431	–	–	﹤0.01%	855
2021 Q2	$16.2K	Hold	431	–	–	﹤0.01%	867
2021 Q1	$16.6K	Hold	431	–	–	﹤0.01%	848
2020 Q4	$13.1K	Hold	431	–	–	﹤0.01%	818
2020 Q3	$9.24K	Hold	431	–	–	﹤0.01%	804
2020 Q2	$9.89K	Hold	431	–	–	﹤0.01%	800
2020 Q1	$7.91K	Hold	431	–	–	﹤0.01%	776
2019 Q4	$15.6K	Buy	+431	New	+$14.7K	﹤0.01%	723

Other funds holding BTO

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

AIC

Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

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

TD Private Client Wealth's BTO Position: Q2 2024 in Review

TD Private Client Wealth sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2024, closing a stake of 431 shares — an estimated $12.7K sold.

TD Private Client Wealth first reported a position in BTO in Q4 2019 and held it in 18 quarters. The position peaked at $20.1K in Q4 2021. 69 funds tracked by Wall St. Rank hold BTO as of Q2 2024.

TD Private Client Wealth reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2024 after selling out during the quarter.
TD Private Client Wealth sold 431 John Hancock Financial Opportunities Fund shares in Q2 2024, an estimated $12.7K.
TD Private Client Wealth first reported a position in John Hancock Financial Opportunities Fund in Q4 2019 and held it in 18 quarters.
TD Private Client Wealth's John Hancock Financial Opportunities Fund position peaked at $20.1K in Q4 2021.
69 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2024.

Based on TD Private Client Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.