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Wagner Wealth Management (South Carolina)’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio JHMM Stock Details JHMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,032
Closed -$423K – 265
2023
Q4 		$423K Buy
8,032
+6
+0.1% +$290 0.14% 83
2023
Q3 		$380K Buy
+8,026
New +$398K 0.14% 83
2023
Q2 		– Sell
-8,311
Closed -$398K – 225
2023
Q1 		$398K Sell
8,311
-1,260
-13% -$61.2K 0.18% 79
2022
Q4 		$445K Sell
9,571
-910
-9% -$42.3K 0.28% 65
2022
Q3 		$447K Buy
10,481
+6,454
+160% +$303K 0.33% 59
2022
Q2 		$178K Sell
4,027
-283
-7% -$13.7K 0.14% 107
2022
Q1 		$227K Sell
4,310
-640
-13% -$33.3K 0.16% 117
2021
Q4 		$275K Buy
4,950
+9
+0.2% +$491 0.21% 94
2021
Q3 		$270K Sell
4,941
-777
-14% -$40.9K 0.22% 92
2021
Q2 		$296K Sell
5,718
-18
-0.3% -$924 0.21% 91
2021
Q1 		$282K Sell
5,736
-4,509
-44% -$214K 0.22% 86
2020
Q4 		$461K Buy
+10,245
New +$428K 0.44% 62
2018
Q3 		$2.3M Sell
63,058
-1,708
-3% -$61.8K 1.53% 14
2018
Q2 		$2.26M Buy
64,766
+1,345
+2% +$46.8K 1.63% 16
2018
Q1 		$2.17M Buy
63,421
+5,130
+9% +$179K 1.66% 16
2017
Q4 		$2.06M Buy
+58,291
New +$1.94M 1.54% 19

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s JHMM Position: Q1 2024 in Review

Wagner Wealth Management (South Carolina) sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q1 2024, closing a stake of 8,032 shares — an estimated $423K sold.

Wagner Wealth Management (South Carolina) first reported a position in JHMM in Q4 2017 and held it in 16 quarters. The position peaked at $2.3M in Q3 2018. 220 funds tracked by Wall St. Rank hold JHMM as of Q1 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 8,032 John Hancock Multifactor Mid Cap ETF shares in Q1 2024, an estimated $423K.
  • Wagner Wealth Management (South Carolina) first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2017 and held it in 16 quarters.
  • Wagner Wealth Management (South Carolina)'s John Hancock Multifactor Mid Cap ETF position peaked at $2.3M in Q3 2018.
  • 220 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2024, filed 23 Apr 2024.