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Wallace Advisory Group’s Franklin FTSE China ETF FLCH Stock Holding History

Wallace Advisory Group’s Portfolio FLCH Stock Details FLCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,401
Closed -$215K – 186
2024
Q1 		$215K Buy
+13,401
New +$205K 0.16% 155

Other funds holding FLCH

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
FDP
Financiere des Professionnels Montreal, Quebec, Canada $1.71B AUM 21.77% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wallace Advisory Group's FLCH Position: Q2 2024 in Review

Wallace Advisory Group sold out of Franklin FTSE China ETF (FLCH) in Q2 2024, closing a stake of 13,401 shares — an estimated $215K sold.

Wallace Advisory Group first reported a position in FLCH in Q1 2024 and held it in 1 quarter. The position peaked at $215K in Q1 2024. 33 funds tracked by Wall St. Rank hold FLCH as of Q2 2024.

  • Wallace Advisory Group reported no remaining Franklin FTSE China ETF position as of Q2 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 13,401 Franklin FTSE China ETF shares in Q2 2024, an estimated $215K.
  • Wallace Advisory Group first reported a position in Franklin FTSE China ETF in Q1 2024 and held it in 1 quarter.
  • Wallace Advisory Group's Franklin FTSE China ETF position peaked at $215K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Franklin FTSE China ETF as of Q2 2024.

Based on Wallace Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.