TSWM
PDT

Tyler-Stone Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Tyler-Stone Wealth Management’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-467
Closed -$5.5K – 762
2024
Q2 		$5.5K Hold
467
– – ﹤0.01% 743
2024
Q1 		$5.44K Hold
467
– – ﹤0.01% 743
2023
Q4 		$4.97K Hold
467
– – ﹤0.01% 727
2023
Q3 		$4K Hold
467
– – ﹤0.01% 750
2023
Q2 		$6K Buy
+467
New +$5.56K ﹤0.01% 686
2022
Q4 		$6K Hold
467
– – ﹤0.01% 641
2022
Q3 		$6K Hold
467
– – ﹤0.01% 622
2022
Q2 		$7K Hold
467
– – ﹤0.01% 616
2022
Q1 		$8K Hold
467
– – ﹤0.01% 611
2021
Q4 		$8K Buy
+467
New +$8K ﹤0.01% 649

Other funds holding PDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 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

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

Tyler-Stone Wealth Management sold out of John Hancock Premium Dividend Fund (PDT) in Q3 2024, closing a stake of 467 shares — an estimated $5.5K sold.

Tyler-Stone Wealth Management first reported a position in PDT in Q4 2021 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 86 funds tracked by Wall St. Rank hold PDT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining John Hancock Premium Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 467 John Hancock Premium Dividend Fund shares in Q3 2024, an estimated $5.5K.
  • Tyler-Stone Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's John Hancock Premium Dividend Fund position peaked at $8K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2024.

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