VWA
BTO

V Wealth Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

V Wealth Advisors’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
2023
Q2 		– Sell
-7,202
Closed -$220K – 388
2023
Q1 		$220K Hold
7,202
– – 0.04% 342
2022
Q4 		$240K Buy
+7,202
New +$244K 0.05% 308
2017
Q3 		– Sell
-275
Closed -$10K – 256
2017
Q2 		$10K Buy
+275
New +$9.59K ﹤0.01% 560

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

V Wealth Advisors's BTO Position: Q2 2023 in Review

V Wealth Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2023, closing a stake of 7,202 shares — an estimated $220K sold.

V Wealth Advisors first reported a position in BTO in Q2 2017 and held it in 3 quarters. The position peaked at $240K in Q4 2022. 65 funds tracked by Wall St. Rank hold BTO as of Q2 2023.

  • V Wealth Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • V Wealth Advisors sold 7,202 John Hancock Financial Opportunities Fund shares in Q2 2023, an estimated $220K.
  • V Wealth Advisors first reported a position in John Hancock Financial Opportunities Fund in Q2 2017 and held it in 3 quarters.
  • V Wealth Advisors's John Hancock Financial Opportunities Fund position peaked at $240K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.