WIA
JHS

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

Wetzel Investment 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
Q3 		– Sell
-400
Closed -$4.47K – 521
2024
Q2 		$4.47K Buy
+400
New +$4.42K ﹤0.01% 602

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Wetzel Investment Advisors sold out of John Hancock Income Securities Trust (JHS) in Q3 2024, closing a stake of 400 shares — an estimated $4.47K sold.

Wetzel Investment Advisors first reported a position in JHS in Q2 2024 and held it in 1 quarter. The position peaked at $4.47K in Q2 2024. 34 funds tracked by Wall St. Rank hold JHS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining John Hancock Income Securities Trust position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 400 John Hancock Income Securities Trust shares in Q3 2024, an estimated $4.47K.
  • Wetzel Investment Advisors first reported a position in John Hancock Income Securities Trust in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's John Hancock Income Securities Trust position peaked at $4.47K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q3 2024.

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