WFS
BTO

Widmann Financial Services’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Widmann Financial Services’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-750
Closed -$34K – 133
2021
Q4 		$34K Buy
+750
New +$32.9K 0.03% 214

Other funds holding BTO

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RJFSA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Widmann Financial Services's BTO Position: Q1 2022 in Review

Widmann Financial Services sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2022, closing a stake of 750 shares — an estimated $34K sold.

Widmann Financial Services first reported a position in BTO in Q4 2021 and held it in 1 quarter. The position peaked at $34K in Q4 2021. 67 funds tracked by Wall St. Rank hold BTO as of Q1 2022.

  • Widmann Financial Services reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 750 John Hancock Financial Opportunities Fund shares in Q1 2022, an estimated $34K.
  • Widmann Financial Services first reported a position in John Hancock Financial Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's John Hancock Financial Opportunities Fund position peaked at $34K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.