Aigen Investment Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-49,563
| Closed | -$1.11M | – | 739 |
|
|
2024
Q2 | $1.11M | Buy |
49,563
+35,262
| +247% | +$788K | 0.22% | 123 |
|
|
2024
Q1 | $402K | Buy |
+14,301
| New | +$402K | 0.09% | 345 |
|
|
2023
Q4 | – | Sell |
-20,430
| Closed | -$502K | – | 798 |
|
|
2023
Q3 | $502K | Buy |
+20,430
| New | +$502K | 0.09% | 350 |
|
|
2022
Q3 | – | Sell |
-29,705
| Closed | -$692K | – | 583 |
|
|
2022
Q2 | $692K | Buy |
+29,705
| New | +$692K | 0.12% | 237 |
|
|
2021
Q3 | – | Sell |
-9,284
| Closed | -$297K | – | 474 |
|
|
2021
Q2 | $297K | Buy |
+9,284
| New | +$297K | 0.05% | 337 |
|
|
2020
Q4 | – | Sell |
-41,514
| Closed | -$845K | – | 789 |
|
|
2020
Q3 | $845K | Buy |
+41,514
| New | +$845K | 0.11% | 298 |
|
|
2020
Q2 | – | Sell |
-92,272
| Closed | -$1.54M | – | 840 |
|
|
2020
Q1 | $1.54M | Sell |
92,272
-73,119
| -44% | -$1.22M | 0.2% | 127 |
|
|
2019
Q4 | $4.3M | Buy |
+165,391
| New | +$4.3M | 0.71% | 14 |
|