Aquatic Capital Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-77,285
| Closed | -$1.49M | – | 1254 |
|
|
2025
Q1 | $1.49M | Sell |
77,285
-133,148
| -63% | -$2.56M | 0.04% | 492 |
|
|
2024
Q4 | $4.27M | Sell |
210,433
-21,267
| -9% | -$432K | 0.12% | 225 |
|
|
2024
Q3 | $4.67M | Buy |
231,700
+100,600
| +77% | +$2.03M | 0.12% | 202 |
|
|
2024
Q2 | $2.93M | Buy |
131,100
+26,700
| +26% | +$597K | 0.11% | 186 |
|
|
2024
Q1 | $2.93M | Buy |
104,400
+84,100
| +414% | +$2.36M | 0.1% | 196 |
|
|
2023
Q4 | $605K | Buy |
20,300
+16,700
| +464% | +$498K | 0.02% | 590 |
|
|
2023
Q3 | $88K | Buy |
+3,600
| New | +$88K | ﹤0.01% | 839 |
|
|
2022
Q1 | – | Sell |
-2,200
| Closed | -$74K | – | 1096 |
|
|
2021
Q4 | $74K | Buy |
+2,200
| New | +$74K | 0.14% | 191 |
|