Altium Wealth Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$701K Buy
30,052
+6,912
+30% +$161K 0.05% 197
2022
Q1
$646K Buy
23,140
+7,616
+49% +$213K 0.04% 224
2021
Q4
$520K Buy
15,524
+3,080
+25% +$103K 0.03% 248
2021
Q3
$370K Buy
12,444
+3,084
+33% +$91.7K 0.03% 284
2021
Q2
$299K Buy
+9,360
New +$299K 0.02% 318