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Ahrens Investment Partners’s Franklin Resources BEN Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$6.47K Buy
+240
New +$7.01K ﹤0.01% 713
2022
Q3 		– Sell
-200
Closed -$5K – 231
2022
Q2 		$5K Hold
200
– – ﹤0.01% 756
2022
Q1 		$6K Buy
200
+50
+33% +$1.53K ﹤0.01% 816
2021
Q4 		$5K Buy
+150
New +$4.94K ﹤0.01% 866

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ahrens Investment Partners's BEN Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Franklin Resources (BEN) in Q1 2023: 240 shares worth $6.47K. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BEN as recently as Q2 2022.

Ahrens Investment Partners first reported a position in BEN in Q4 2021 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

  • Ahrens Investment Partners held 240 shares of Franklin Resources worth $6.47K as of Q1 2023.
  • Franklin Resources was a new Ahrens Investment Partners position in Q1 2023.
  • Franklin Resources made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #713 holding.
  • Ahrens Investment Partners first reported a position in Franklin Resources in Q4 2021 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.