Franklin Co. Tax-FR Inc.-AdvFCOZX

13F holders, Q3 2024 (September 30)
1holders
0new positions
1sold out
$10.71avg. 13F price*

At the end of Q3 2024, 1 institutions reported holding Franklin Co. Tax-FR Inc.-Adv (FCOZX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 1 sold out. The largest holder was Alpine Bank Wealth Management ($129K).

Company
Franklin Co. Tax-FR Inc.-Adv
CUSIP
354724205
Latest filing quarter
Q3 2024

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits1$408K

All 13F filers, Q2 2024 → Q3 2024: 38,955 shares sold, net −38,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Alpine Bank Wealth Management 0.02% — 12,024 $129K

"% of holder's portfolio" is FCOZX's weight in each manager's 13F, not the share of Franklin Co. Tax-FR Inc.-Adv the manager owns.