Baldwin Wealth Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-817
| Closed | -$16.5K | – | 305 |
|
|
2024
Q3 | $16.5K | Hold |
817
| – | – | ﹤0.01% | 726 |
|
|
2024
Q2 | $18.3K | Hold |
817
| – | – | ﹤0.01% | 471 |
|
|
2024
Q1 | $23K | Hold |
817
| – | – | ﹤0.01% | 470 |
|
|
2023
Q4 | $24.3K | Hold |
817
| – | – | ﹤0.01% | 477 |
|
|
2023
Q3 | $20.1K | Hold |
817
| – | – | ﹤0.01% | 509 |
|
|
2023
Q2 | $21.8K | Hold |
817
| – | – | ﹤0.01% | 522 |
|
|
2023
Q1 | $22K | Hold |
817
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $21.6K | Hold |
817
| – | – | ﹤0.01% | 527 |
|
|
2022
Q3 | $18K | Hold |
817
| – | – | ﹤0.01% | 454 |
|
|
2022
Q2 | $19K | Hold |
817
| – | – | ﹤0.01% | 477 |
|
|
2022
Q1 | $23K | Hold |
817
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $27K | Sell |
817
-30
| -4% | -$987 | ﹤0.01% | 415 |
|
|
2021
Q3 | $25K | Hold |
847
| – | – | ﹤0.01% | 426 |
|
|
2021
Q2 | $27K | Hold |
847
| – | – | ﹤0.01% | 436 |
|
|
2021
Q1 | $25K | Hold |
847
| – | – | ﹤0.01% | 429 |
|
|
2020
Q4 | $21K | Sell |
847
-47
| -5% | -$1.05K | ﹤0.01% | 399 |
|
|
2020
Q3 | $18K | Hold |
894
| – | – | ﹤0.01% | 395 |
|
|
2020
Q2 | $19K | Hold |
894
| – | – | ﹤0.01% | 392 |
|
|
2020
Q1 | $15K | Hold |
894
| – | – | ﹤0.01% | 395 |
|
|
2019
Q4 | $23K | Hold |
894
| – | – | ﹤0.01% | 398 |
|
|
2019
Q3 | $26K | Hold |
894
| – | – | ﹤0.01% | 376 |
|
|
2019
Q2 | $31K | Hold |
894
| – | – | ﹤0.01% | 353 |
|
|
2019
Q1 | $30K | Hold |
894
| – | – | ﹤0.01% | 354 |
|
|
2018
Q4 | $27K | Sell |
894
-31
| -3% | -$953 | ﹤0.01% | 349 |
|
|
2018
Q3 | $28K | Hold |
925
| – | – | ﹤0.01% | 373 |
|
|
2018
Q2 | $30K | Hold |
925
| – | – | ﹤0.01% | 358 |
|
|
2018
Q1 | $32K | Sell |
925
-100
| -10% | -$4.07K | 0.01% | 341 |
|
|
2017
Q4 | $44K | Sell |
1,025
-25
| -2% | -$1.08K | 0.01% | 314 |
|
|
2017
Q3 | $47K | Hold |
1,050
| – | – | 0.01% | 294 |
|
|
2017
Q2 | $47K | Hold |
1,050
| – | – | 0.01% | 304 |
|
|
2017
Q1 | $44K | Sell |
1,050
-520
| -33% | -$21.6K | 0.01% | 298 |
|
|
2016
Q4 | $62K | Sell |
1,570
-750
| -32% | -$28.1K | 0.01% | 271 |
|
|
2016
Q3 | $83K | Hold |
2,320
| – | – | 0.02% | 255 |
|
|
2016
Q2 | $77K | Sell |
2,320
-100
| -4% | -$3.63K | 0.02% | 232 |
|
|
2016
Q1 | $95K | Buy |
+2,420
| New | +$85.6K | 0.02% | 242 |
|
Other funds holding BEN
PCOC
Baldwin Wealth Partners's BEN Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 817 shares — an estimated $16.5K sold.
Baldwin Wealth Partners first reported a position in BEN in Q1 2016 and held it in 35 quarters. The position peaked at $95K in Q1 2016. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.
- Baldwin Wealth Partners reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 817 Franklin Resources shares in Q4 2024, an estimated $16.5K.
- Baldwin Wealth Partners first reported a position in Franklin Resources in Q1 2016 and held it in 35 quarters.
- Baldwin Wealth Partners's Franklin Resources position peaked at $95K in Q1 2016.
- 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.