Waverly Advisors’s John Hancock Income Securities Trust JHS Stock Holding History

Waverly Advisors’s Portfolio JHS Stock Details JHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-17,152	Closed	-$199K	–	1006
2024 Q3	$199K	Hold	17,152	–	–	﹤0.01%	777
2024 Q2	$187K	Hold	17,152	–	–	﹤0.01%	774
2024 Q1	$192K	Hold	17,152	–	–	﹤0.01%	659
2023 Q4	$187K	Hold	17,152	–	–	0.01%	432
2023 Q3	$176K	Hold	17,152	–	–	0.01%	390
2023 Q2	$185K	Hold	17,152	–	–	0.01%	347
2023 Q1	$187K	Buy	+17,152	New	+$191K	0.01%	281

Other funds holding JHS

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Waverly Advisors's JHS Position: Q4 2024 in Review

Waverly Advisors sold out of John Hancock Income Securities Trust (JHS) in Q4 2024, closing a stake of 17,152 shares — an estimated $199K sold.

Waverly Advisors first reported a position in JHS in Q1 2023 and held it in 7 quarters. The position peaked at $199K in Q3 2024. 31 funds tracked by Wall St. Rank hold JHS as of Q4 2024.

Waverly Advisors reported no remaining John Hancock Income Securities Trust position as of Q4 2024 after selling out during the quarter.
Waverly Advisors sold 17,152 John Hancock Income Securities Trust shares in Q4 2024, an estimated $199K.
Waverly Advisors first reported a position in John Hancock Income Securities Trust in Q1 2023 and held it in 7 quarters.
Waverly Advisors's John Hancock Income Securities Trust position peaked at $199K in Q3 2024.
31 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.