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Almanack Investment Partners’s Franklin Resources BEN Stock Holding History

Almanack 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
2022
Q4 		– Sell
-9,185
Closed -$198K – 278
2022
Q3 		$198K Buy
9,185
+137
+2% +$3.52K 0.04% 133
2022
Q2 		$214K Buy
+9,048
New +$231K 0.02% 393

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Almanack Investment Partners's BEN Position: Q4 2022 in Review

Almanack Investment Partners sold out of Franklin Resources (BEN) in Q4 2022, closing a stake of 9,185 shares — an estimated $198K sold.

Almanack Investment Partners first reported a position in BEN in Q2 2022 and held it in 2 quarters. The position peaked at $214K in Q2 2022. 553 funds tracked by Wall St. Rank hold BEN as of Q4 2022.

  • Almanack Investment Partners reported no remaining Franklin Resources position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 9,185 Franklin Resources shares in Q4 2022, an estimated $198K.
  • Almanack Investment Partners first reported a position in Franklin Resources in Q2 2022 and held it in 2 quarters.
  • Almanack Investment Partners's Franklin Resources position peaked at $214K in Q2 2022.
  • 553 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.