TSWM
JHI

Tyler-Stone Wealth Management’s John Hancock Investors Trust JHI Stock Holding History

Tyler-Stone Wealth Management’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-34
Closed -$452 – 637
2024
Q2 		$452 Hold
34
– – ﹤0.01% 937
2024
Q1 		$448 Hold
34
– – ﹤0.01% 923
2023
Q4 		$440 Hold
34
– – ﹤0.01% 899
2023
Q3 		$0 Hold
34
– – ﹤0.01% 927
2023
Q2 		$0 Buy
+34
New +$429 ﹤0.01% 900
2022
Q4 		$0 Hold
34
– – ﹤0.01% 882
2022
Q3 		$0 Hold
34
– – ﹤0.01% 883
2022
Q2 		$0 Hold
34
– – ﹤0.01% 883
2022
Q1 		$1K Hold
34
– – ﹤0.01% 795
2021
Q4 		$1K Buy
+34
New +$637 ﹤0.01% 869

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of John Hancock Investors Trust (JHI) in Q3 2024, closing a stake of 34 shares — an estimated $452 sold.

Tyler-Stone Wealth Management first reported a position in JHI in Q4 2021 and held it in 10 quarters. The position peaked at $1K in Q1 2022. 40 funds tracked by Wall St. Rank hold JHI as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining John Hancock Investors Trust position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 34 John Hancock Investors Trust shares in Q3 2024, an estimated $452.
  • Tyler-Stone Wealth Management first reported a position in John Hancock Investors Trust in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's John Hancock Investors Trust position peaked at $1K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2024.

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