AXS Investments’s Franklin Resources BEN Stock Holding History

AXS Investments’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 Q1	–	Sell	-5,755	Closed	-$152K	–	379
2022 Q4	$152K	Buy	+5,755	New	+$143K	0.05%	207

Other funds holding BEN

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AXS Investments's BEN Position: Q1 2023 in Review

AXS Investments sold out of Franklin Resources (BEN) in Q1 2023, closing a stake of 5,755 shares — an estimated $152K sold.

AXS Investments first reported a position in BEN in Q4 2022 and held it in 1 quarter. The position peaked at $152K in Q4 2022. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

AXS Investments reported no remaining Franklin Resources position as of Q1 2023 after selling out during the quarter.
AXS Investments sold 5,755 Franklin Resources shares in Q1 2023, an estimated $152K.
AXS Investments first reported a position in Franklin Resources in Q4 2022 and held it in 1 quarter.
AXS Investments's Franklin Resources position peaked at $152K in Q4 2022.
556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2023.

Based on AXS Investments's 13F filing for Q1 2023, filed 12 May 2023.