Artemis Wealth Advisors’s Franklin Resources BEN Stock Holding History

Artemis 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	-1,222	Closed	-$40.9K	–	65
2021 Q4	$40.9K	Buy	+1,222	New	+$40.2K	0.01%	51
2021 Q3	–	Sell	-764	Closed	-$23.9K	–	84
2021 Q2	$23.9K	Buy	764 +4	+0.5%	+$130	﹤0.01%	58
2021 Q1	$22.5K	Buy	+760	New	+$20.8K	﹤0.01%	60

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Artemis Wealth Advisors sold out of Franklin Resources (BEN) in Q1 2022, closing a stake of 1,222 shares — an estimated $40.9K sold.

Artemis Wealth Advisors first reported a position in BEN in Q1 2021 and held it in 3 quarters. The position peaked at $40.9K in Q4 2021. 576 funds tracked by Wall St. Rank hold BEN as of Q1 2022.

Artemis Wealth Advisors reported no remaining Franklin Resources position as of Q1 2022 after selling out during the quarter.
Artemis Wealth Advisors sold 1,222 Franklin Resources shares in Q1 2022, an estimated $40.9K.
Artemis Wealth Advisors first reported a position in Franklin Resources in Q1 2021 and held it in 3 quarters.
Artemis Wealth Advisors's Franklin Resources position peaked at $40.9K in Q4 2021.
576 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2022.

Based on Artemis Wealth Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.