Contravisory Investment Management’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
$695K Buy
2025
Q2
$57.2K Hold
2025
Q1
$46.2K Buy
2022
Q2
Sell
2022
Q1
$343K Sell
2021
Q4
$416K Buy
2021
Q3
$365K Hold
2021
Q2
$393K Buy
2019
Q3
Sell
2019
Q2
$331K Buy
2018
Q2
Sell
2018
Q1
$14K Sell
2017
Q4
$3.94M Sell
2017
Q3
$4.52M Sell
2017
Q2
$4.75M Buy