RW
FT

RVW Wealth’s Franklin Universal Trust FT Stock Holding History

RVW Wealth’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
2023
Q2 		– Sell
-46,700
Closed -$333K – 155
2023
Q1 		$333K Buy
+46,700
New +$329K 0.04% 112

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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

RVW Wealth's FT Position: Q2 2023 in Review

RVW Wealth sold out of Franklin Universal Trust (FT) in Q2 2023, closing a stake of 46,700 shares — an estimated $333K sold.

RVW Wealth first reported a position in FT in Q1 2023 and held it in 1 quarter. The position peaked at $333K in Q1 2023. 34 funds tracked by Wall St. Rank hold FT as of Q2 2023.

  • RVW Wealth reported no remaining Franklin Universal Trust position as of Q2 2023 after selling out during the quarter.
  • RVW Wealth sold 46,700 Franklin Universal Trust shares in Q2 2023, an estimated $333K.
  • RVW Wealth first reported a position in Franklin Universal Trust in Q1 2023 and held it in 1 quarter.
  • RVW Wealth's Franklin Universal Trust position peaked at $333K in Q1 2023.
  • 34 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2023.

Based on RVW Wealth's 13F filing for Q2 2023, filed 7 Jul 2023.