TimeScale Financial’s John Hancock Financial Opportunities Fund BTO Stock Holding History

TimeScale Financial’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
2023 Q2	$15.4K	Buy	572 +11	+2%	+$297	﹤0.01%	320
2023 Q1	$17.1K	Buy	561 +22	+4%	+$752	﹤0.01%	297
2022 Q4	$17K	Hold	539	–	–	﹤0.01%	240
2022 Q3	$17K	Buy	539 +9	+2%	+$327	﹤0.01%	242
2022 Q2	$20K	Buy	530 +7	+1%	+$258	0.01%	222
2022 Q1	$21K	Buy	523 +6	+1%	+$267	﹤0.01%	230
2021 Q4	$24K	Buy	517 +7	+1%	+$307	0.01%	224
2021 Q3	$22K	Buy	510 +7	+1%	+$283	0.01%	235
2021 Q2	$19K	Buy	503 +7	+1%	+$277	﹤0.01%	251
2021 Q1	$19K	Buy	496 +9	+2%	+$314	﹤0.01%	271
2020 Q4	$15K	Hold	487	–	–	﹤0.01%	249
2020 Q3	$10K	Buy	487 +12	+3%	+$263	﹤0.01%	284
2020 Q2	$10K	Buy	475 +26	+6%	+$561	﹤0.01%	285
2020 Q1	$8K	Sell	449 -343	-43%	-$10.2K	﹤0.01%	290
2019 Q4	$28K	Buy	792 +6	+0.8%	+$205	0.01%	230
2019 Q3	$25K	Buy	786 +358	+84%	+$11.3K	0.01%	248
2019 Q2	$14K	Buy	+428	New	+$13.9K	0.01%	328

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

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AIC

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

TimeScale Financial's BTO Position: Q2 2023 in Review

TimeScale Financial increased its John Hancock Financial Opportunities Fund (BTO) stake by 2% in Q2 2023, buying an estimated $297 and bringing the position to 572 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

TimeScale Financial first reported a position in BTO in Q2 2019 and has held it in 17 quarters since. The position peaked at $28K in Q4 2019. 65 funds tracked by Wall St. Rank hold BTO as of Q2 2023.

TimeScale Financial held 572 shares of John Hancock Financial Opportunities Fund worth $15.4K as of Q2 2023.
TimeScale Financial bought 11 John Hancock Financial Opportunities Fund shares in Q2 2023, an estimated $297.
John Hancock Financial Opportunities Fund made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #320 holding.
TimeScale Financial first reported a position in John Hancock Financial Opportunities Fund in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's John Hancock Financial Opportunities Fund position peaked at $28K in Q4 2019.
65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.