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Endurance Wealth Management’s Franklin Financial Services FRAF Stock Holding History

Endurance Wealth Management’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
Q4 		– Sell
-2,901
Closed -$62K – 626
2020
Q3 		$62K Hold
2,901
– – 0.01% 277
2020
Q2 		$75K Buy
+2,901
New +$75K 0.01% 263

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
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 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

Endurance Wealth Management's FRAF Position: Q4 2020 in Review

Endurance Wealth Management sold out of Franklin Financial Services (FRAF) in Q4 2020, closing a stake of 2,901 shares — an estimated $62K sold.

Endurance Wealth Management first reported a position in FRAF in Q2 2020 and held it in 2 quarters. The position peaked at $75K in Q2 2020. 40 funds tracked by Wall St. Rank hold FRAF as of Q4 2020.

  • Endurance Wealth Management reported no remaining Franklin Financial Services position as of Q4 2020 after selling out during the quarter.
  • Endurance Wealth Management sold 2,901 Franklin Financial Services shares in Q4 2020, an estimated $62K.
  • Endurance Wealth Management first reported a position in Franklin Financial Services in Q2 2020 and held it in 2 quarters.
  • Endurance Wealth Management's Franklin Financial Services position peaked at $75K in Q2 2020.
  • 40 funds tracked by Wall St. Rank held Franklin Financial Services as of Q4 2020.

Based on Endurance Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.