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Sage Mountain Advisors’s Franklin FTSE United Kingdom ETF FLGB Stock Holding History

Sage Mountain Advisors’s Portfolio FLGB Stock Details FLGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-604
Closed -$15.2K – 410
2023
Q4 		$15.2K Hold
604
– – ﹤0.01% 329
2023
Q3 		$14.4K Buy
+604
New +$14.7K ﹤0.01% 326

Other funds holding FLGB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPWP
Proquility Private Wealth Partners Las Vegas, Nevada $324M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sage Mountain Advisors's FLGB Position: Q1 2024 in Review

Sage Mountain Advisors sold out of Franklin FTSE United Kingdom ETF (FLGB) in Q1 2024, closing a stake of 604 shares — an estimated $15.2K sold.

Sage Mountain Advisors first reported a position in FLGB in Q3 2023 and held it in 2 quarters. The position peaked at $15.2K in Q4 2023. 52 funds tracked by Wall St. Rank hold FLGB as of Q1 2024.

  • Sage Mountain Advisors reported no remaining Franklin FTSE United Kingdom ETF position as of Q1 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 604 Franklin FTSE United Kingdom ETF shares in Q1 2024, an estimated $15.2K.
  • Sage Mountain Advisors first reported a position in Franklin FTSE United Kingdom ETF in Q3 2023 and held it in 2 quarters.
  • Sage Mountain Advisors's Franklin FTSE United Kingdom ETF position peaked at $15.2K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Franklin FTSE United Kingdom ETF as of Q1 2024.

Based on Sage Mountain Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.