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Amplius Wealth Advisors’s Franklin Resources BEN Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-58
Closed -$1K – 245
2021
Q4 		$1K Buy
+58
New +$1.91K ﹤0.01% 876

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amplius Wealth Advisors's BEN Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Franklin Resources (BEN) in Q1 2022, closing a stake of 58 shares — an estimated $1K sold.

Amplius Wealth Advisors first reported a position in BEN in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 576 funds tracked by Wall St. Rank hold BEN as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Franklin Resources position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 58 Franklin Resources shares in Q1 2022, an estimated $1K.
  • Amplius Wealth Advisors first reported a position in Franklin Resources in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Franklin Resources position peaked at $1K in Q4 2021.
  • 576 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.