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Core Wealth Advisors (Florida)’s Franklin Templeton BEN Stock Holding History

Core Wealth Advisors (Florida)’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
2020
Q2 		– Sell
-81
Closed -$1K – 133
2020
Q1 		$1K Buy
+81
New +$1.86K ﹤0.01% 143

Other funds holding BEN

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BEN Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of Franklin Templeton (BEN) in Q2 2020, closing a stake of 81 shares — an estimated $1K sold.

Core Wealth Advisors (Florida) first reported a position in BEN in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 484 funds tracked by Wall St. Rank hold BEN as of Q2 2020.

  • Core Wealth Advisors (Florida) reported no remaining Franklin Templeton position as of Q2 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 81 Franklin Templeton shares in Q2 2020, an estimated $1K.
  • Core Wealth Advisors (Florida) first reported a position in Franklin Templeton in Q1 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Franklin Templeton position peaked at $1K in Q1 2020.
  • 484 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.