Atria Investments’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
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|
2025
Q1 | $510K | Buy |
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|
2024
Q4 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $3.64M | Buy |
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|
2021
Q3 | $3.14M | Buy |
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|
2021
Q2 | $3.27M | Buy |
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|
2021
Q1 | $2.98M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $514K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $228K | Buy |
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|
2017
Q4 | $222K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $296K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $278K | Buy |
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