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GeoWealth Management’s Franklin FTSE United Kingdom ETF FLGB Stock Holding History

GeoWealth Management’s Portfolio FLGB Stock Details FLGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-18,051
Closed -$402K – 358
2022
Q2 		$402K Buy
18,051
+117
+0.7% +$2.82K 0.05% 178
2022
Q1 		$454K Buy
+17,934
New +$458K 0.04% 219

Other funds holding FLGB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's FLGB Position: Q3 2022 in Review

GeoWealth Management sold out of Franklin FTSE United Kingdom ETF (FLGB) in Q3 2022, closing a stake of 18,051 shares — an estimated $402K sold.

GeoWealth Management first reported a position in FLGB in Q1 2022 and held it in 2 quarters. The position peaked at $454K in Q1 2022. 44 funds tracked by Wall St. Rank hold FLGB as of Q3 2022.

  • GeoWealth Management reported no remaining Franklin FTSE United Kingdom ETF position as of Q3 2022 after selling out during the quarter.
  • GeoWealth Management sold 18,051 Franklin FTSE United Kingdom ETF shares in Q3 2022, an estimated $402K.
  • GeoWealth Management first reported a position in Franklin FTSE United Kingdom ETF in Q1 2022 and held it in 2 quarters.
  • GeoWealth Management's Franklin FTSE United Kingdom ETF position peaked at $454K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held Franklin FTSE United Kingdom ETF as of Q3 2022.

Based on GeoWealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.