Cary Street Partners Investment Advisory’s Franklin Genomic Advancements ETF HELX Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio HELX Stock Details HELX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-500	Closed	-$18K	–	562
2020 Q3	$18K	Buy	+500	New	+$17K	﹤0.01%	675

Other funds holding HELX

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cary Street Partners Investment Advisory's HELX Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Franklin Genomic Advancements ETF (HELX) in Q4 2020, closing a stake of 500 shares — an estimated $18K sold.

Cary Street Partners Investment Advisory first reported a position in HELX in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 5 funds tracked by Wall St. Rank hold HELX as of Q4 2020.

Cary Street Partners Investment Advisory reported no remaining Franklin Genomic Advancements ETF position as of Q4 2020 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 500 Franklin Genomic Advancements ETF shares in Q4 2020, an estimated $18K.
Cary Street Partners Investment Advisory first reported a position in Franklin Genomic Advancements ETF in Q3 2020 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Franklin Genomic Advancements ETF position peaked at $18K in Q3 2020.
5 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.