AIA
BEN icon

Angeles Investment Advisors’s Franklin Resources BEN Stock Holding History

Angeles Investment 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
-13,999
Closed -$469K – 134
2021
Q4 		$469K Buy
13,999
+4,841
+53% +$159K 0.02% 125
2021
Q3 		$272K Buy
+9,158
New +$286K 0.02% 176
2020
Q2 		– Sell
-11,849
Closed -$219K – 104
2020
Q1 		$219K Buy
11,849
+1,487
+14% +$34.1K 0.06% 87
2019
Q4 		$269K Hold
10,362
– – 0.05% 72
2019
Q3 		$299K Buy
10,362
+463
+5% +$14.2K 0.06% 56
2019
Q2 		$344K Buy
+9,899
New +$337K 0.08% 47

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Angeles Investment Advisors's BEN Position: Q1 2022 in Review

Angeles Investment Advisors sold out of Franklin Resources (BEN) in Q1 2022, closing a stake of 13,999 shares — an estimated $469K sold.

Angeles Investment Advisors first reported a position in BEN in Q2 2019 and held it in 6 quarters. The position peaked at $469K in Q4 2021. 576 funds tracked by Wall St. Rank hold BEN as of Q1 2022.

  • Angeles Investment Advisors reported no remaining Franklin Resources position as of Q1 2022 after selling out during the quarter.
  • Angeles Investment Advisors sold 13,999 Franklin Resources shares in Q1 2022, an estimated $469K.
  • Angeles Investment Advisors first reported a position in Franklin Resources in Q2 2019 and held it in 6 quarters.
  • Angeles Investment Advisors's Franklin Resources position peaked at $469K in Q4 2021.
  • 576 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.