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Bartlett & Co Wealth Management’s Franklin Electric FELE Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FELE Stock Details FELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-82
Closed -$6.7K – 1135
2022
Q3 		$6.7K Hold
82
– – ﹤0.01% 880
2022
Q2 		$6.01K Buy
+82
New +$6.08K ﹤0.01% 981

Other funds holding FELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co Wealth Management's FELE Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Franklin Electric (FELE) in Q4 2022, closing a stake of 82 shares — an estimated $6.7K sold.

Bartlett & Co Wealth Management first reported a position in FELE in Q2 2022 and held it in 2 quarters. The position peaked at $6.7K in Q3 2022. 292 funds tracked by Wall St. Rank hold FELE as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Franklin Electric position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 82 Franklin Electric shares in Q4 2022, an estimated $6.7K.
  • Bartlett & Co Wealth Management first reported a position in Franklin Electric in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Franklin Electric position peaked at $6.7K in Q3 2022.
  • 292 funds tracked by Wall St. Rank held Franklin Electric as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.