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Heritage Wealth Advisors’s Franklin Electric FELE Stock Holding History

Heritage Wealth Advisors’s Portfolio FELE Stock Details FELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-286
Closed -$20K – 574
2020
Q4 		$20K Buy
+286
New +$18.9K ﹤0.01% 407

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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Heritage Wealth Advisors's FELE Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of Franklin Electric (FELE) in Q1 2021, closing a stake of 286 shares — an estimated $20K sold.

Heritage Wealth Advisors first reported a position in FELE in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 234 funds tracked by Wall St. Rank hold FELE as of Q1 2021.

  • Heritage Wealth Advisors reported no remaining Franklin Electric position as of Q1 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 286 Franklin Electric shares in Q1 2021, an estimated $20K.
  • Heritage Wealth Advisors first reported a position in Franklin Electric in Q4 2020 and held it in 1 quarter.
  • Heritage Wealth Advisors's Franklin Electric position peaked at $20K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held Franklin Electric as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.