CIM
Contravisory Investment Management’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.2K | Hold |
2,400
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $46.2K | Buy |
+2,400
| New | +$46.2K | 0.01% | 279 |
|
|
2022
Q2 | – | Sell |
-12,271
| Closed | -$343K | – | 332 |
|
|
2022
Q1 | $343K | Sell |
12,271
-145
| -1% | -$4.05K | 0.1% | 142 |
|
|
2021
Q4 | $416K | Buy |
12,416
+145
| +1% | +$4.86K | 0.11% | 136 |
|
|
2021
Q3 | $365K | Hold |
12,271
| – | – | 0.11% | 134 |
|
|
2021
Q2 | $393K | Buy |
+12,271
| New | +$393K | 0.12% | 115 |
|
|
2019
Q3 | – | Sell |
-9,508
| Closed | -$331K | – | 279 |
|
|
2019
Q2 | $331K | Buy |
+9,508
| New | +$331K | 0.13% | 107 |
|
|
2018
Q2 | – | Sell |
-418
| Closed | -$14K | – | 329 |
|
|
2018
Q1 | $14K | Sell |
418
-90,589
| -100% | -$3.03M | 0.01% | 253 |
|
|
2017
Q4 | $3.94M | Sell |
91,007
-10,597
| -10% | -$459K | 1.43% | 38 |
|
|
2017
Q3 | $4.52M | Sell |
101,604
-4,419
| -4% | -$197K | 1.61% | 33 |
|
|
2017
Q2 | $4.75M | Buy |
+106,023
| New | +$4.75M | 1.71% | 37 |
|