Bedel Financial Consulting’s Franklin Resources BEN Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-120	Closed	-$3K	–	262
2022 Q1	$3K	Hold	120	–	–	﹤0.01%	819
2021 Q4	$4K	Hold	120	–	–	﹤0.01%	801
2021 Q3	$4K	Hold	120	–	–	﹤0.01%	798
2021 Q2	$4K	Hold	120	–	–	﹤0.01%	798
2021 Q1	$4K	Hold	120	–	–	﹤0.01%	766
2020 Q4	$3K	Hold	120	–	–	﹤0.01%	702
2020 Q3	$2K	Sell	120 -1,319	-92%	-$27.7K	﹤0.01%	694
2020 Q2	$30K	Buy	1,439 +21	+1%	+$396	0.02%	345
2020 Q1	$24K	Buy	1,418 +14	+1%	+$321	0.02%	363
2019 Q4	$36K	Buy	1,404 +12	+0.9%	+$326	0.02%	331
2019 Q3	$40K	Buy	1,392 +10	+0.7%	+$306	0.02%	303
2019 Q2	$48K	Buy	1,382 +9	+0.7%	+$306	0.03%	286
2019 Q1	$46K	Buy	1,373 +11	+0.8%	+$347	0.03%	284
2018 Q4	$40K	Hold	1,362	–	–	0.03%	279
2018 Q3	$40K	Buy	1,362 +18	+1%	+$580	0.03%	296
2018 Q2	$43K	Buy	1,344 +108	+9%	+$3.62K	0.03%	286
2018 Q1	$43K	Buy	+1,236	New	+$50.3K	0.03%	282

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bedel Financial Consulting's BEN Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Franklin Resources (BEN) in Q2 2022, closing a stake of 120 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in BEN in Q1 2018 and held it in 17 quarters. The position peaked at $48K in Q2 2019. 541 funds tracked by Wall St. Rank hold BEN as of Q2 2022.

Bedel Financial Consulting reported no remaining Franklin Resources position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 120 Franklin Resources shares in Q2 2022, an estimated $3K.
Bedel Financial Consulting first reported a position in Franklin Resources in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Franklin Resources position peaked at $48K in Q2 2019.
541 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.