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

Truist 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
2022 Q3	–	Sell	-5,987	Closed	-$222K	–	2530
2022 Q2	$222K	Sell	5,987 -201	-3%	-$7.41K	﹤0.01%	2402
2022 Q1	$249K	Sell	6,188 -3,841	-38%	-$171K	﹤0.01%	2422
2021 Q4	$467K	Sell	10,029 -1,245	-11%	-$54.7K	﹤0.01%	2055
2021 Q3	$479K	Sell	11,274 -1,109	-9%	-$44.8K	﹤0.01%	2030
2021 Q2	$465K	Sell	12,383 -6,993	-36%	-$277K	﹤0.01%	2102
2021 Q1	$745K	Buy	19,376 +2,318	+14%	+$80.9K	﹤0.01%	1752
2020 Q4	$517K	Sell	17,058 -1,980	-10%	-$51.9K	﹤0.01%	1829
2020 Q3	$408K	Sell	19,038 -342	-2%	-$7.5K	﹤0.01%	1828
2020 Q2	$445K	Buy	19,380 +2,524	+15%	+$54.4K	﹤0.01%	1686
2020 Q1	$309K	Sell	16,856 -318	-2%	-$9.43K	﹤0.01%	1840
2019 Q4	$623K	Buy	+17,174	New	+$587K	﹤0.01%	1711

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

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

SPIA

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

Truist Financial's BTO Position: Q3 2022 in Review

Truist Financial sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2022, closing a stake of 5,987 shares — an estimated $222K sold.

Truist Financial first reported a position in BTO in Q4 2019 and held it in 11 quarters. The position peaked at $745K in Q1 2021. 63 funds tracked by Wall St. Rank hold BTO as of Q3 2022.

Truist Financial reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2022 after selling out during the quarter.
Truist Financial sold 5,987 John Hancock Financial Opportunities Fund shares in Q3 2022, an estimated $222K.
Truist Financial first reported a position in John Hancock Financial Opportunities Fund in Q4 2019 and held it in 11 quarters.
Truist Financial's John Hancock Financial Opportunities Fund position peaked at $745K in Q1 2021.
63 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2022.

Based on Truist Financial's 13F filing for Q3 2022, filed 26 Oct 2022.