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Clearview Wealth Advisors’s Franklin Resources BEN Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-1,931
Closed -$51.6K – 167
2023
Q2 		$51.6K Buy
1,931
+20
+1% +$517 0.05% 196
2023
Q1 		$51.5K Buy
1,911
+16
+0.8% +$467 0.05% 198
2022
Q4 		$50K Sell
1,895
-229
-11% -$5.69K 0.04% 170
2022
Q3 		$46K Buy
2,124
+19
+0.9% +$488 0.04% 172
2022
Q2 		$49K Sell
2,105
-314
-13% -$8.03K 0.04% 189
2022
Q1 		$68K Buy
2,419
+13
+0.5% +$397 0.04% 171
2021
Q4 		$81K Buy
2,406
+17
+0.7% +$560 0.05% 180
2021
Q3 		$71K Buy
2,389
+753
+46% +$23.5K 0.05% 203
2021
Q2 		$52K Sell
1,636
-62
-4% -$2.01K 0.03% 236
2021
Q1 		$50K Buy
1,698
+139
+9% +$3.8K 0.03% 225
2020
Q4 		$39K Buy
+1,559
New +$34.8K 0.03% 220

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's BEN Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Franklin Resources (BEN) in Q3 2023, closing a stake of 1,931 shares — an estimated $51.6K sold.

Clearview Wealth Advisors first reported a position in BEN in Q4 2020 and held it in 11 quarters. The position peaked at $81K in Q4 2021. 535 funds tracked by Wall St. Rank hold BEN as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Franklin Resources position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,931 Franklin Resources shares in Q3 2023, an estimated $51.6K.
  • Clearview Wealth Advisors first reported a position in Franklin Resources in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Franklin Resources position peaked at $81K in Q4 2021.
  • 535 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.