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Core Wealth Advisors (Florida)’s Franklin Resources 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

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ACM
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Core Wealth Advisors (Florida) sold out of Franklin Resources (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. 483 funds tracked by Wall St. Rank hold BEN as of Q2 2020.

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

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