AWM
FSB

AE Wealth Management’s Franklin Financial Network, Inc. FSB Stock Holding History

AE Wealth Management’s Portfolio FSB Stock Details FSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-36,115
Closed -$930K – 1413
2020
Q2 		$930K Buy
36,115
+1,481
+4% +$34.7K 0.01% 652
2020
Q1 		$706K Sell
34,634
-345
-1% -$11K 0.02% 576
2019
Q4 		$1.2M Buy
+34,979
New +$1.15M 0.03% 490

AE Wealth Management's FSB Position: Q3 2020 in Review

AE Wealth Management sold out of Franklin Financial Network, Inc. (FSB) in Q3 2020, closing a stake of 36,115 shares — an estimated $930K sold.

AE Wealth Management first reported a position in FSB in Q4 2019 and held it in 3 quarters. The position peaked at $1.2M in Q4 2019. 0 funds tracked by Wall St. Rank hold FSB as of Q3 2020.

  • AE Wealth Management reported no remaining Franklin Financial Network, Inc. position as of Q3 2020 after selling out during the quarter.
  • AE Wealth Management sold 36,115 Franklin Financial Network, Inc. shares in Q3 2020, an estimated $930K.
  • AE Wealth Management first reported a position in Franklin Financial Network, Inc. in Q4 2019 and held it in 3 quarters.
  • AE Wealth Management's Franklin Financial Network, Inc. position peaked at $1.2M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q3 2020.

Based on AE Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.