AE Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
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|
2025
Q1 | $12.5M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $11.4M | Buy |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $13.2M | Sell |
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|
2023
Q4 | $15.8M | Sell |
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|
2023
Q3 | $14.4M | Sell |
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|
2023
Q2 | $16.9M | Sell |
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|
2023
Q1 | $18M | Buy |
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|
2022
Q4 | $14.3M | Buy |
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|
2022
Q3 | $8.76M | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $274K | Sell |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $322K | Buy |
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|
2021
Q2 | $317K | Buy |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $207K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $894K | Sell |
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|
2017
Q2 | $903K | Buy |
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