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Autumn Glory Partners’s Franklin Resources BEN Stock Holding History

Autumn Glory 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
2023
Q2 		– Sell
-11,500
Closed -$310K – 140
2023
Q1 		$310K Buy
+11,500
New +$336K 0.26% 86

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CCP
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ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Autumn Glory Partners's BEN Position: Q2 2023 in Review

Autumn Glory Partners sold out of Franklin Resources (BEN) in Q2 2023, closing a stake of 11,500 shares — an estimated $310K sold.

Autumn Glory Partners first reported a position in BEN in Q1 2023 and held it in 1 quarter. The position peaked at $310K in Q1 2023. 533 funds tracked by Wall St. Rank hold BEN as of Q2 2023.

  • Autumn Glory Partners reported no remaining Franklin Resources position as of Q2 2023 after selling out during the quarter.
  • Autumn Glory Partners sold 11,500 Franklin Resources shares in Q2 2023, an estimated $310K.
  • Autumn Glory Partners first reported a position in Franklin Resources in Q1 2023 and held it in 1 quarter.
  • Autumn Glory Partners's Franklin Resources position peaked at $310K in Q1 2023.
  • 533 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2023.

Based on Autumn Glory Partners's 13F filing for Q2 2023, filed 2 Aug 2023.