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Wetzel Investment Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Wetzel Investment Advisors’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-298
Closed -$19.3K – 519
2024
Q2 		$19.3K Hold
298
– – 0.01% 349
2024
Q1 		$18.3K Hold
298
– – 0.01% 390
2023
Q4 		$18K Buy
+298
New +$16.4K 0.01% 393

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Wetzel Investment Advisors's JHML Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2024, closing a stake of 298 shares — an estimated $19.3K sold.

Wetzel Investment Advisors first reported a position in JHML in Q4 2023 and held it in 3 quarters. The position peaked at $19.3K in Q2 2024. 100 funds tracked by Wall St. Rank hold JHML as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 298 John Hancock Multifactor Large Cap ETF shares in Q3 2024, an estimated $19.3K.
  • Wetzel Investment Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's John Hancock Multifactor Large Cap ETF position peaked at $19.3K in Q2 2024.
  • 100 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.