Cerity Partners
FLSP icon

Cerity Partners’s Franklin Systematic Style Premia ETF FLSP Stock Holding History

Cerity Partners’s Portfolio FLSP Stock Details FLSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,171
Closed -$220K – 2302
2023
Q4 		$220K Buy
+10,171
New +$227K ﹤0.01% 1673

Other funds holding FLSP

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Orion Portfolio Solutions
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Cerity Partners's FLSP Position: Q1 2024 in Review

Cerity Partners sold out of Franklin Systematic Style Premia ETF (FLSP) in Q1 2024, closing a stake of 10,171 shares — an estimated $220K sold.

Cerity Partners first reported a position in FLSP in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 19 funds tracked by Wall St. Rank hold FLSP as of Q1 2024.

  • Cerity Partners reported no remaining Franklin Systematic Style Premia ETF position as of Q1 2024 after selling out during the quarter.
  • Cerity Partners sold 10,171 Franklin Systematic Style Premia ETF shares in Q1 2024, an estimated $220K.
  • Cerity Partners first reported a position in Franklin Systematic Style Premia ETF in Q4 2023 and held it in 1 quarter.
  • Cerity Partners's Franklin Systematic Style Premia ETF position peaked at $220K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Franklin Systematic Style Premia ETF as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.