Thrivent Financial for Lutherans’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Thrivent Financial for Lutherans’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	-8,694	Closed	-$257K	–	2527
2024 Q1	$257K	Sell	8,694 -2,043	-19%	-$59.7K	﹤0.01%	2412
2023 Q4	$323K	Sell	10,737 -3,922	-27%	-$106K	﹤0.01%	2340
2023 Q3	$374K	Sell	14,659 -3,821	-21%	-$106K	﹤0.01%	2241
2023 Q2	$495K	Buy	+18,480	New	+$499K	﹤0.01%	2189

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

Thrivent Financial for Lutherans's BTO Position: Q2 2024 in Review

Thrivent Financial for Lutherans sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2024, closing a stake of 8,694 shares — an estimated $257K sold.

Thrivent Financial for Lutherans first reported a position in BTO in Q2 2023 and held it in 4 quarters. The position peaked at $495K in Q2 2023. 69 funds tracked by Wall St. Rank hold BTO as of Q2 2024.

Thrivent Financial for Lutherans reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2024 after selling out during the quarter.
Thrivent Financial for Lutherans sold 8,694 John Hancock Financial Opportunities Fund shares in Q2 2024, an estimated $257K.
Thrivent Financial for Lutherans first reported a position in John Hancock Financial Opportunities Fund in Q2 2023 and held it in 4 quarters.
Thrivent Financial for Lutherans's John Hancock Financial Opportunities Fund position peaked at $495K in Q2 2023.
69 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2024, filed 13 Aug 2024.