VVP
HTD

Venture Visionary Partners’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Venture Visionary Partners’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
2022
Q3 		– Sell
-3,719
Closed -$85.4K – 942
2022
Q2 		$85.4K Buy
+3,719
New +$91K 0.01% 647

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Venture Visionary Partners's HTD Position: Q3 2022 in Review

Venture Visionary Partners sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2022, closing a stake of 3,719 shares — an estimated $85.4K sold.

Venture Visionary Partners first reported a position in HTD in Q2 2022 and held it in 1 quarter. The position peaked at $85.4K in Q2 2022. 82 funds tracked by Wall St. Rank hold HTD as of Q3 2022.

  • Venture Visionary Partners reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 3,719 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2022, an estimated $85.4K.
  • Venture Visionary Partners first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $85.4K in Q2 2022.
  • 82 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.