AR
Advisory Research’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-365,579
| Closed | -$11.7M | – | 359 |
|
|
2021
Q2 | $11.7M | Sell |
365,579
-973
| -0.3% | -$31.1K | 0.77% | 38 |
|
|
2021
Q1 | $10.9M | Buy |
+366,552
| New | +$10.9M | 0.76% | 43 |
|
|
2014
Q2 | – | Sell |
-1,293
| Closed | -$70K | – | 365 |
|
|
2014
Q1 | $70K | Buy |
+1,293
| New | +$70K | ﹤0.01% | 495 |
|