CPR Investments’s Franklin Resources BEN Stock Holding History

CPR Investments’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 Q2	–	Sell	-8,385	Closed	-$226K	–	40
2023 Q1	$226K	Buy	+8,385	New	+$245K	0.22%	33

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPR Investments's BEN Position: Q2 2023 in Review

CPR Investments sold out of Franklin Resources (BEN) in Q2 2023, closing a stake of 8,385 shares — an estimated $226K sold.

CPR Investments first reported a position in BEN in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 533 funds tracked by Wall St. Rank hold BEN as of Q2 2023.

CPR Investments reported no remaining Franklin Resources position as of Q2 2023 after selling out during the quarter.
CPR Investments sold 8,385 Franklin Resources shares in Q2 2023, an estimated $226K.
CPR Investments first reported a position in Franklin Resources in Q1 2023 and held it in 1 quarter.
CPR Investments's Franklin Resources position peaked at $226K in Q1 2023.
533 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2023.

Based on CPR Investments's 13F filing for Q2 2023, filed 21 Jul 2023.