Liberty Wealth Management’s Franklin Electric FELE Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-363	Closed	-$32K	–	478
2021 Q3	$32K	Buy	363 +181	+99%	+$14.9K	0.01%	522
2021 Q2	$15K	Buy	182 +1	+0.6%	+$82	0.01%	564
2021 Q1	$12K	Hold	181	–	–	0.01%	556
2020 Q4	$12K	Hold	181	–	–	0.01%	551
2020 Q3	$11K	Hold	181	–	–	0.01%	496
2020 Q2	$10K	Sell	181 -2	-1%	-$99	0.01%	489
2020 Q1	$9K	Sell	183 -14	-7%	-$772	0.01%	478
2019 Q4	$11K	Buy	197 +1	+0.5%	+$53	0.01%	520
2019 Q3	$9K	Sell	196 -4	-2%	-$185	0.01%	534
2019 Q2	$10K	Buy	200 +1	+0.5%	+$47	0.01%	522
2019 Q1	$10K	Hold	199	–	–	0.01%	442
2018 Q4	$8K	Buy	+199	New	+$8.63K	0.01%	465

Other funds holding FELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's FELE Position: Q4 2021 in Review

Liberty Wealth Management sold out of Franklin Electric (FELE) in Q4 2021, closing a stake of 363 shares — an estimated $32K sold.

Liberty Wealth Management first reported a position in FELE in Q4 2018 and held it in 12 quarters. The position peaked at $32K in Q3 2021. 257 funds tracked by Wall St. Rank hold FELE as of Q4 2021.

Liberty Wealth Management reported no remaining Franklin Electric position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 363 Franklin Electric shares in Q4 2021, an estimated $32K.
Liberty Wealth Management first reported a position in Franklin Electric in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Franklin Electric position peaked at $32K in Q3 2021.
257 funds tracked by Wall St. Rank held Franklin Electric as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.