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Aaron Wealth Advisors’s Franklin Resources BEN Stock Holding History

Aaron Wealth Advisors’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,655
Closed -$310K – 267
2022
Q1 		$310K Buy
+8,655
New +$264K ﹤0.01% 655

Other funds holding BEN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aaron Wealth Advisors's BEN Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Franklin Resources (BEN) in Q2 2022, closing a stake of 8,655 shares — an estimated $310K sold.

Aaron Wealth Advisors first reported a position in BEN in Q1 2022 and held it in 1 quarter. The position peaked at $310K in Q1 2022. 541 funds tracked by Wall St. Rank hold BEN as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Franklin Resources position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 8,655 Franklin Resources shares in Q2 2022, an estimated $310K.
  • Aaron Wealth Advisors first reported a position in Franklin Resources in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Franklin Resources position peaked at $310K in Q1 2022.
  • 541 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.