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Artemis Wealth Advisors’s Franklin Templeton 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Artemis Wealth Advisors sold out of Franklin Templeton (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 Templeton position as of Q1 2022 after selling out during the quarter.
  • Artemis Wealth Advisors sold 1,222 Franklin Templeton shares in Q1 2022, an estimated $40.9K.
  • Artemis Wealth Advisors first reported a position in Franklin Templeton in Q1 2021 and held it in 3 quarters.
  • Artemis Wealth Advisors's Franklin Templeton position peaked at $40.9K in Q4 2021.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2022.

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