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Crewe Advisors’s Franklin Resources BEN Stock Holding History

Crewe Advisors’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
2024
Q1 		– Sell
-51
Closed -$1.52K – 939
2023
Q4 		$1.52K Buy
+51
New +$1.27K ﹤0.01% 303
2022
Q4 		– Sell
-279
Closed -$6K – 1044
2022
Q3 		$6K Buy
279
+107
+62% +$2.75K ﹤0.01% 786
2022
Q2 		$4K Buy
+172
New +$4.4K ﹤0.01% 793

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
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

Crewe Advisors's BEN Position: Q1 2024 in Review

Crewe Advisors sold out of Franklin Resources (BEN) in Q1 2024, closing a stake of 51 shares — an estimated $1.52K sold.

Crewe Advisors first reported a position in BEN in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q3 2022. 595 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • Crewe Advisors reported no remaining Franklin Resources position as of Q1 2024 after selling out during the quarter.
  • Crewe Advisors sold 51 Franklin Resources shares in Q1 2024, an estimated $1.52K.
  • Crewe Advisors first reported a position in Franklin Resources in Q2 2022 and held it in 3 quarters.
  • Crewe Advisors's Franklin Resources position peaked at $6K in Q3 2022.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.