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Waypoint Wealth Partners’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Waypoint Wealth Partners’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
2023
Q4 		– Sell
-26,375
Closed -$1.25M – 82
2023
Q3 		$1.25M Buy
+26,375
New +$1.31M 0.43% 20

Other funds holding JHMM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waypoint Wealth Partners's JHMM Position: Q4 2023 in Review

Waypoint Wealth Partners sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2023, closing a stake of 26,375 shares — an estimated $1.25M sold.

Waypoint Wealth Partners first reported a position in JHMM in Q3 2023 and held it in 1 quarter. The position peaked at $1.25M in Q3 2023. 211 funds tracked by Wall St. Rank hold JHMM as of Q4 2023.

  • Waypoint Wealth Partners reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Waypoint Wealth Partners sold 26,375 John Hancock Multifactor Mid Cap ETF shares in Q4 2023, an estimated $1.25M.
  • Waypoint Wealth Partners first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2023 and held it in 1 quarter.
  • Waypoint Wealth Partners's John Hancock Multifactor Mid Cap ETF position peaked at $1.25M in Q3 2023.
  • 211 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2023.

Based on Waypoint Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.