Tyler-Stone Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Tyler-Stone Wealth Management’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,516	Closed	-$30.6K	–	583
2024 Q2	$30.6K	Hold	1,516	–	–	0.01%	450
2024 Q1	$29.8K	Hold	1,516	–	–	0.01%	452
2023 Q4	$28.8K	Hold	1,516	–	–	0.01%	450
2023 Q3	$27K	Hold	1,516	–	–	0.02%	437
2023 Q2	$31K	Buy	+1,516	New	+$31.1K	0.02%	412
2022 Q4	$35K	Hold	1,516	–	–	0.02%	365
2022 Q3	$32K	Hold	1,516	–	–	0.02%	359
2022 Q2	$35K	Hold	1,516	–	–	0.02%	367
2022 Q1	$39K	Hold	1,516	–	–	0.02%	375
2021 Q4	$40K	Buy	+1,516	New	+$37.1K	0.02%	386

Other funds holding HTD

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Tyler-Stone Wealth Management's HTD Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2024, closing a stake of 1,516 shares — an estimated $30.6K sold.

Tyler-Stone Wealth Management first reported a position in HTD in Q4 2021 and held it in 10 quarters. The position peaked at $40K in Q4 2021. 91 funds tracked by Wall St. Rank hold HTD as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,516 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2024, an estimated $30.6K.
Tyler-Stone Wealth Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $40K in Q4 2021.
91 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.