Bellwether Advisors’s Franklin Resources BEN Stock Holding History

Bellwether Advisors’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
2021 Q3	–	Sell	-182	Closed	-$5K	–	548
2021 Q2	$5K	Buy	+182	New	+$5.9K	﹤0.01%	310

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Bellwether Advisors's BEN Position: Q3 2021 in Review

Bellwether Advisors sold out of Franklin Resources (BEN) in Q3 2021, closing a stake of 182 shares — an estimated $5K sold.

Bellwether Advisors first reported a position in BEN in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 537 funds tracked by Wall St. Rank hold BEN as of Q3 2021.

Bellwether Advisors reported no remaining Franklin Resources position as of Q3 2021 after selling out during the quarter.
Bellwether Advisors sold 182 Franklin Resources shares in Q3 2021, an estimated $5K.
Bellwether Advisors first reported a position in Franklin Resources in Q2 2021 and held it in 1 quarter.
Bellwether Advisors's Franklin Resources position peaked at $5K in Q2 2021.
537 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2021.

Based on Bellwether Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.