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TFO Wealth Partners’s Franklin Electric FELE Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$107 – 297
2024
Q1 		$107 Hold
1
– – ﹤0.01% 625
2023
Q4 		$97 Hold
1
– – ﹤0.01% 798
2023
Q3 		$103 Hold
1
– – ﹤0.01% 969
2023
Q2 		$103 Hold
1
– – ﹤0.01% 657
2023
Q1 		$94 Hold
1
– – ﹤0.01% 660
2022
Q4 		$105 Buy
+1
New +$83 ﹤0.01% 766

Other funds holding FELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFO Wealth Partners's FELE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Franklin Electric (FELE) in Q2 2024, closing a stake of 1 share — an estimated $107 sold.

TFO Wealth Partners first reported a position in FELE in Q4 2022 and held it in 6 quarters. The position peaked at $107 in Q1 2024. 323 funds tracked by Wall St. Rank hold FELE as of Q2 2024.

  • TFO Wealth Partners reported no remaining Franklin Electric position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Franklin Electric share in Q2 2024, an estimated $107.
  • TFO Wealth Partners first reported a position in Franklin Electric in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Franklin Electric position peaked at $107 in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Franklin Electric as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.