Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Franklin FTSE Switzerland ETF FLSW Stock Holding History

Kovitz Investment Group Partners’s Portfolio FLSW Stock Details FLSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-39,643
Closed -$1.21M – 437
2021
Q4 		$1.21M Buy
+39,643
New +$1.37M 0.03% 253
2021
Q1 		– Sell
-39,643
Closed -$1.21M – 425
2020
Q4 		$1.21M Buy
+39,643
New +$1.15M 0.03% 248

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IC
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Prudential Financial
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners's FLSW Position: Q1 2022 in Review

Kovitz Investment Group Partners sold out of Franklin FTSE Switzerland ETF (FLSW) in Q1 2022, closing a stake of 39,643 shares — an estimated $1.21M sold.

Kovitz Investment Group Partners first reported a position in FLSW in Q4 2020 and held it in 2 quarters. The position peaked at $1.21M in Q4 2021. 11 funds tracked by Wall St. Rank hold FLSW as of Q1 2022.

  • Kovitz Investment Group Partners reported no remaining Franklin FTSE Switzerland ETF position as of Q1 2022 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 39,643 Franklin FTSE Switzerland ETF shares in Q1 2022, an estimated $1.21M.
  • Kovitz Investment Group Partners first reported a position in Franklin FTSE Switzerland ETF in Q4 2020 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Franklin FTSE Switzerland ETF position peaked at $1.21M in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Franklin FTSE Switzerland ETF as of Q1 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2022, filed 22 Apr 2022.