First Republic Investment Management, Inc. John Hancock Financial Opportunities Fund Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 7,942 shares of BTO stock, worth $280,352. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,942

Previous 8,373 5.15%

Holding current value

$280,352

Previous $224,000 7.14%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$25.11 - $31.05 $10,822 - $13,382	-431 Reduced 5.15%	7,942 $208,000
Q2 2023 Jul 28, 2023	SELL	$22.99 - $30.46 $4,873 - $6,457	-212 Reduced 2.47%	8,373 $224,000
Q1 2023 May 11, 2023	BUY	$28.14 - $38.2 $26,226 - $35,602	932 Added 12.18%	8,585 $262,000
Q4 2022 Feb 13, 2023	BUY	$30.14 - $36.52 $1,476 - $1,789	49 Added 0.64%	7,653 $254,000
Q3 2022 Nov 03, 2022	BUY	$31.2 - $39.84 $2,870 - $3,665	92 Added 1.22%	7,604 $240,000
Q2 2022 Aug 16, 2022	SELL	$32.16 - $40.08 $90,047 - $112,224	-2,800 Reduced 27.15%	7,512 $279,000
Q1 2022 May 16, 2022	BUY	$40.2 - $52.03 $2,050 - $2,653	51 Added 0.5%	10,312 $415,000
Q4 2021 Feb 09, 2022	BUY	$41.47 - $46.59 $23,015 - $25,857	555 Added 5.72%	10,261 $478,000
Q3 2021 Nov 12, 2021	BUY	$37.43 - $44.1 $3,031 - $3,572	81 Added 0.84%	9,706 $413,000
Q2 2021 Aug 16, 2021	SELL	$35.95 - $44.45 $61,941 - $76,587	-1,723 Reduced 15.18%	9,625 $361,000
Q1 2021 May 14, 2021	SELL	$29.41 - $39.09 $62,349 - $82,870	-2,120 Reduced 15.74%	11,348 $436,000
Q4 2020 Feb 16, 2021	SELL	$21.23 - $30.93 $24,117 - $35,136	-1,136 Reduced 7.78%	13,468 $409,000
Q3 2020 Nov 12, 2020	BUY	$19.76 - $24.1 $34,263 - $41,789	1,734 Added 13.47%	14,604 $313,000
Q2 2020 Aug 13, 2020	BUY	$16.16 - $27.45 $3,086 - $5,242	191 Added 1.51%	12,870 $295,000
Q1 2020 May 13, 2020	SELL	$12.35 - $36.81 $975 - $2,907	-79 Reduced 0.62%	12,679 $233,000
Q4 2019 Feb 14, 2020	SELL	$30.69 - $36.3 $167,628 - $198,270	-5,462 Reduced 29.98%	12,758 $463,000
Q3 2019 Nov 08, 2019	SELL	$29.53 - $33.42 $5,787 - $6,550	-196 Reduced 1.06%	18,220 $586,000
Q2 2019 Aug 07, 2019	BUY	$30.56 - $34.61 $4,736 - $5,364	155 Added 0.85%	18,416 $593,000
Q1 2019 Apr 30, 2019	BUY	$28.81 - $35.37 $29,126 - $35,759	1,011 Added 5.86%	18,261 $583,000
Q4 2018 Feb 12, 2019	BUY	$26.17 - $37.63 $3,977 - $5,719	152 Added 0.89%	17,250 $482,000
Q3 2018 Nov 13, 2018	BUY	$36.88 - $39.2 $120,597 - $128,184	3,270 Added 23.65%	17,098 $633,000
Q2 2018 Aug 14, 2018	BUY	$37.1 - $40.0 $2,003 - $2,160	54 Added 0.39%	13,828 $515,000
Q1 2018 May 10, 2018	BUY	$36.89 - $40.76 $1,955 - $2,160	53 Added 0.39%	13,774 $528,000
Q4 2017 Feb 09, 2018	SELL	$34.68 - $39.59 $30,622 - $34,957	-883 Reduced 6.05%	13,721 $540,000
Q3 2017 Nov 14, 2017	BUY	$31.77 - $37.26 $463,969 - $544,145	14,604	14,604 $544,000

Others Institutions Holding BTO

# of Institutions

Shares Held

4.2M

Call Options Held

Put Options Held

View Full List

About JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND

Ticker BTO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sec...

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First Republic Investment Management, Inc. John Hancock Financial Opportunities Fund Transaction History