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Capital Asset Advisory Services’s Franklin Templeton BEN Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-253
Closed -$6K – 741
2020
Q4 		$6K Buy
+253
New +$5.65K ﹤0.01% 1208

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PPA
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Capital Asset Advisory Services's BEN Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Franklin Templeton (BEN) in Q1 2021, closing a stake of 253 shares — an estimated $6K sold.

Capital Asset Advisory Services first reported a position in BEN in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 549 funds tracked by Wall St. Rank hold BEN as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Franklin Templeton position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 253 Franklin Templeton shares in Q1 2021, an estimated $6K.
  • Capital Asset Advisory Services first reported a position in Franklin Templeton in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Franklin Templeton position peaked at $6K in Q4 2020.
  • 549 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.