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Optimum Investment Advisors’s Franklin Wireless FKWL Stock Holding History

Optimum Investment Advisors’s Portfolio FKWL Stock Details FKWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-500
Closed -$5K – 865
2021
Q2 		$5K Hold
500
– – ﹤0.01% 812
2021
Q1 		$11K Buy
+500
New +$10.8K ﹤0.01% 754

Other funds holding FKWL

ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's FKWL Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Franklin Wireless (FKWL) in Q3 2021, closing a stake of 500 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in FKWL in Q1 2021 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 23 funds tracked by Wall St. Rank hold FKWL as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Franklin Wireless position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Franklin Wireless shares in Q3 2021, an estimated $5K.
  • Optimum Investment Advisors first reported a position in Franklin Wireless in Q1 2021 and held it in 2 quarters.
  • Optimum Investment Advisors's Franklin Wireless position peaked at $11K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Franklin Wireless as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.