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BDO Wealth Advisors’s Franklin Financial Services FRAF Stock Holding History

BDO Wealth Advisors’s Portfolio FRAF Stock Details FRAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-400
Closed -$10K – 898
2020
Q2 		$10K Buy
+400
New +$10.3K ﹤0.01% 496

Other funds holding FRAF

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

BDO Wealth Advisors's FRAF Position: Q3 2020 in Review

BDO Wealth Advisors sold out of Franklin Financial Services (FRAF) in Q3 2020, closing a stake of 400 shares — an estimated $10K sold.

BDO Wealth Advisors first reported a position in FRAF in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 43 funds tracked by Wall St. Rank hold FRAF as of Q3 2020.

  • BDO Wealth Advisors reported no remaining Franklin Financial Services position as of Q3 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 400 Franklin Financial Services shares in Q3 2020, an estimated $10K.
  • BDO Wealth Advisors first reported a position in Franklin Financial Services in Q2 2020 and held it in 1 quarter.
  • BDO Wealth Advisors's Franklin Financial Services position peaked at $10K in Q2 2020.
  • 43 funds tracked by Wall St. Rank held Franklin Financial Services as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.