Tradition Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Tradition Wealth Management’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
2022 Q4	–	Sell	-2,030	Closed	-$64K	–	1164
2022 Q3	$64K	Hold	2,030	–	–	0.01%	455
2022 Q2	$75K	Hold	2,030	–	–	0.01%	400
2022 Q1	$82K	Hold	2,030	–	–	0.01%	423
2021 Q4	$95K	Buy	+2,030	New	+$89.1K	0.01%	412

Other funds holding BTO

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Tradition Wealth Management's BTO Position: Q4 2022 in Review

Tradition Wealth Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2022, closing a stake of 2,030 shares — an estimated $64K sold.

Tradition Wealth Management first reported a position in BTO in Q4 2021 and held it in 4 quarters. The position peaked at $95K in Q4 2021. 61 funds tracked by Wall St. Rank hold BTO as of Q4 2022.

Tradition Wealth Management reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 2,030 John Hancock Financial Opportunities Fund shares in Q4 2022, an estimated $64K.
Tradition Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2021 and held it in 4 quarters.
Tradition Wealth Management's John Hancock Financial Opportunities Fund position peaked at $95K in Q4 2021.
61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.