AWA
BEN icon

Aaron Wealth Advisors’s Franklin Templeton 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
-310
Closed -$8.65K – 267
2022
Q1 		$8.65K Buy
+310
New +$9.47K ﹤0.01% 815

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Aaron Wealth Advisors sold out of Franklin Templeton (BEN) in Q2 2022, closing a stake of 310 shares — an estimated $8.65K sold.

Aaron Wealth Advisors first reported a position in BEN in Q1 2022 and held it in 1 quarter. The position peaked at $8.65K in Q1 2022. 541 funds tracked by Wall St. Rank hold BEN as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Franklin Templeton position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 310 Franklin Templeton shares in Q2 2022, an estimated $8.65K.
  • Aaron Wealth Advisors first reported a position in Franklin Templeton in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Franklin Templeton position peaked at $8.65K in Q1 2022.
  • 541 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2022.

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