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Coppell Advisory Solutions Corp’s Franklin Resources BEN Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-3,000
Closed -$79.1K – 274
2022
Q4 		$79.1K Buy
+3,000
New +$74.5K 0.03% 243

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ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coppell Advisory Solutions Corp's BEN Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Franklin Resources (BEN) in Q1 2023, closing a stake of 3,000 shares — an estimated $79.1K sold.

Coppell Advisory Solutions Corp first reported a position in BEN in Q4 2022 and held it in 1 quarter. The position peaked at $79.1K in Q4 2022. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Franklin Resources position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 3,000 Franklin Resources shares in Q1 2023, an estimated $79.1K.
  • Coppell Advisory Solutions Corp first reported a position in Franklin Resources in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Franklin Resources position peaked at $79.1K in Q4 2022.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.