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Arlington Partners’s Franklin Resources BEN Stock Holding History

Arlington 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
2024
Q1 		– Sell
-447
Closed -$13.3K – 82
2023
Q4 		$13.3K Hold
447
– – ﹤0.01% 207
2023
Q3 		$11K Hold
447
– – ﹤0.01% 229
2023
Q2 		$11.9K Hold
447
– – ﹤0.01% 448
2023
Q1 		$12K Hold
447
– – ﹤0.01% 403
2022
Q4 		$11.8K Hold
447
– – ﹤0.01% 349
2022
Q3 		$10K Hold
447
– – ﹤0.01% 302
2022
Q2 		$10K Hold
447
– – ﹤0.01% 373
2022
Q1 		$12K Sell
447
-111
-20% -$3.39K ﹤0.01% 364
2021
Q4 		$19K Buy
+558
New +$18.4K 0.01% 391

Other funds holding BEN

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PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arlington Partners's BEN Position: Q1 2024 in Review

Arlington Partners sold out of Franklin Resources (BEN) in Q1 2024, closing a stake of 447 shares — an estimated $13.3K sold.

Arlington Partners first reported a position in BEN in Q4 2021 and held it in 9 quarters. The position peaked at $19K in Q4 2021. 595 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • Arlington Partners reported no remaining Franklin Resources position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 447 Franklin Resources shares in Q1 2024, an estimated $13.3K.
  • Arlington Partners first reported a position in Franklin Resources in Q4 2021 and held it in 9 quarters.
  • Arlington Partners's Franklin Resources position peaked at $19K in Q4 2021.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.