Prestige Wealth Management Group’s Franklin Universal Trust FT Stock Holding History

Prestige Wealth Management Group’s Portfolio FT Stock Details FT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-650	Closed	-$4.32K	–	1011
2024 Q1	$4.32K	Hold	650	–	–	﹤0.01%	606
2023 Q4	$4.32K	Hold	650	–	–	﹤0.01%	612
2023 Q3	$4.13K	Hold	650	–	–	﹤0.01%	612
2023 Q2	$4.38K	Hold	650	–	–	﹤0.01%	622
2023 Q1	$4.63K	Hold	650	–	–	﹤0.01%	590
2022 Q4	$4.37K	Hold	650	–	–	﹤0.01%	648
2022 Q3	$4K	Hold	650	–	–	﹤0.01%	593
2022 Q2	$5K	Hold	650	–	–	﹤0.01%	578
2022 Q1	$5K	Hold	650	–	–	﹤0.01%	609
2021 Q4	$5K	Hold	650	–	–	﹤0.01%	636
2021 Q3	$5K	Hold	650	–	–	﹤0.01%	631
2021 Q2	$5K	Hold	650	–	–	﹤0.01%	619
2021 Q1	$5K	Hold	650	–	–	﹤0.01%	612
2020 Q4	$5K	Hold	650	–	–	﹤0.01%	579
2020 Q3	$4K	Hold	650	–	–	﹤0.01%	568
2020 Q2	$4K	Hold	650	–	–	﹤0.01%	553
2020 Q1	$4K	Hold	650	–	–	﹤0.01%	525
2019 Q4	$5K	Hold	650	–	–	﹤0.01%	423
2019 Q3	$5K	Hold	650	–	–	﹤0.01%	416
2019 Q2	$5K	Hold	650	–	–	﹤0.01%	401
2019 Q1	$5K	Hold	650	–	–	﹤0.01%	404
2018 Q4	$4K	Buy	+650	New	+$4.24K	﹤0.01%	644

Other funds holding FT

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Prestige Wealth Management Group's FT Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of Franklin Universal Trust (FT) in Q2 2024, closing a stake of 650 shares — an estimated $4.32K sold.

Prestige Wealth Management Group first reported a position in FT in Q4 2018 and held it in 22 quarters. The position peaked at $5K in Q2 2022. 41 funds tracked by Wall St. Rank hold FT as of Q2 2024.

Prestige Wealth Management Group reported no remaining Franklin Universal Trust position as of Q2 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 650 Franklin Universal Trust shares in Q2 2024, an estimated $4.32K.
Prestige Wealth Management Group first reported a position in Franklin Universal Trust in Q4 2018 and held it in 22 quarters.
Prestige Wealth Management Group's Franklin Universal Trust position peaked at $5K in Q2 2022.
41 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.