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Cary Street Partners Investment Advisory’s Franklin Resources BEN Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-40
Closed -$983 – 737
2023
Q3 		$983 Buy
+40
New +$1.08K ﹤0.01% 1742

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Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Cary Street Partners Investment Advisory's BEN Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Franklin Resources (BEN) in Q4 2023, closing a stake of 40 shares — an estimated $983 sold.

Cary Street Partners Investment Advisory first reported a position in BEN in Q3 2023 and held it in 1 quarter. The position peaked at $983 in Q3 2023. 565 funds tracked by Wall St. Rank hold BEN as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Franklin Resources position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 40 Franklin Resources shares in Q4 2023, an estimated $983.
  • Cary Street Partners Investment Advisory first reported a position in Franklin Resources in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Franklin Resources position peaked at $983 in Q3 2023.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.