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HHM Wealth Advisors’s Franklin Electric FELE Stock Holding History

HHM 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
2024
Q2 		– Sell
-99
Closed -$10.6K – 810
2024
Q1 		$10.6K Hold
99
– – ﹤0.01% 510
2023
Q4 		$9.57K Hold
99
– – ﹤0.01% 524
2023
Q3 		$8.83K Hold
99
– – ﹤0.01% 526
2023
Q2 		$10.2K Hold
99
– – ﹤0.01% 525
2023
Q1 		$9.32K Buy
+99
New +$8.93K ﹤0.01% 541

Other funds holding FELE

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's FELE Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Franklin Electric (FELE) in Q2 2024, closing a stake of 99 shares — an estimated $10.6K sold.

HHM Wealth Advisors first reported a position in FELE in Q1 2023 and held it in 5 quarters. The position peaked at $10.6K in Q1 2024. 323 funds tracked by Wall St. Rank hold FELE as of Q2 2024.

  • HHM Wealth Advisors reported no remaining Franklin Electric position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 99 Franklin Electric shares in Q2 2024, an estimated $10.6K.
  • HHM Wealth Advisors first reported a position in Franklin Electric in Q1 2023 and held it in 5 quarters.
  • HHM Wealth Advisors's Franklin Electric position peaked at $10.6K in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Franklin Electric as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.