Baldwin Wealth Partners’s Franklin FTSE Asia ex Japan ETF FLAX Stock Holding History

Baldwin Wealth Partners’s Portfolio FLAX Stock Details FLAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-144	Closed	-$3.13K	–	803
2024 Q1	$3.13K	Sell	144 -665	-82%	-$14K	﹤0.01%	625
2023 Q4	$17.3K	Buy	+809	New	+$16.7K	﹤0.01%	520

Other funds holding FLAX

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Baldwin Wealth Partners's FLAX Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of Franklin FTSE Asia ex Japan ETF (FLAX) in Q2 2024, closing a stake of 144 shares — an estimated $3.13K sold.

Baldwin Wealth Partners first reported a position in FLAX in Q4 2023 and held it in 2 quarters. The position peaked at $17.3K in Q4 2023. 14 funds tracked by Wall St. Rank hold FLAX as of Q2 2024.

Baldwin Wealth Partners reported no remaining Franklin FTSE Asia ex Japan ETF position as of Q2 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 144 Franklin FTSE Asia ex Japan ETF shares in Q2 2024, an estimated $3.13K.
Baldwin Wealth Partners first reported a position in Franklin FTSE Asia ex Japan ETF in Q4 2023 and held it in 2 quarters.
Baldwin Wealth Partners's Franklin FTSE Asia ex Japan ETF position peaked at $17.3K in Q4 2023.
14 funds tracked by Wall St. Rank held Franklin FTSE Asia ex Japan ETF as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.