Tradition Wealth Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Tradition Wealth Management’s Portfolio HPI Stock Details HPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-400	Closed	-$7K	–	1199
2022 Q2	$7K	Hold	400	–	–	﹤0.01%	896
2022 Q1	$8K	Hold	400	–	–	﹤0.01%	942
2021 Q4	$8K	Hold	400	–	–	﹤0.01%	958
2021 Q3	$9K	Hold	400	–	–	﹤0.01%	929
2021 Q2	$9K	Buy	+400	New	+$8.39K	﹤0.01%	964
2021 Q1	–	Sell	-400	Closed	-$8K	–	895
2020 Q4	$8K	Buy	+400	New	+$7.64K	﹤0.01%	777

Other funds holding HPI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

DTIM

Danda Trouve Investment Management Prairie Village, Kansas $54.1M AUM 13.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's HPI Position: Q3 2022 in Review

Tradition Wealth Management sold out of John Hancock Preferred Income Fund (HPI) in Q3 2022, closing a stake of 400 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in HPI in Q4 2020 and held it in 6 quarters. The position peaked at $9K in Q3 2021. 57 funds tracked by Wall St. Rank hold HPI as of Q3 2022.

Tradition Wealth Management reported no remaining John Hancock Preferred Income Fund position as of Q3 2022 after selling out during the quarter.
Tradition Wealth Management sold 400 John Hancock Preferred Income Fund shares in Q3 2022, an estimated $7K.
Tradition Wealth Management first reported a position in John Hancock Preferred Income Fund in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's John Hancock Preferred Income Fund position peaked at $9K in Q3 2021.
57 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.