CI Investments Inc’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39K | Buy |
|
|||||
|
2025
Q2 | $34K | Sell |
|
|||||
|
2025
Q1 | $29K | Sell |
|
|||||
|
2024
Q4 | $33K | Sell |
|
|||||
|
2024
Q3 | $579K | Buy |
|
|||||
|
2024
Q2 | $583K | Buy |
|
|||||
|
2024
Q1 | $722K | Buy |
|
|||||
|
2023
Q4 | $651K | Buy |
|
|||||
|
2023
Q3 | $150K | Sell |
|
|||||
|
2023
Q2 | $163K | Sell |
|
|||||
|
2023
Q1 | $171K | Buy |
|
|||||
|
2022
Q4 | $157K | Buy |
|
|||||
|
2022
Q3 | $122K | Buy |
|
|||||
|
2022
Q2 | $131K | Sell |
|
|||||
|
2022
Q1 | $278K | Hold |
|
|||||
|
2021
Q4 | $333K | Sell |
|
|||||
|
2021
Q3 | $418K | Buy |
|
|||||
|
2021
Q2 | $417K | Buy |
|
|||||
|
2021
Q1 | $243K | Buy |
|
|||||
|
2020
Q4 | $204K | Sell |
|
|||||
|
2020
Q3 | $306K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $1.06M | Hold |
|
|||||
|
2018
Q2 | $1.11M | Buy |
|