Curi Wealth Management’s Franklin Resources BEN Stock Holding History

Curi Wealth Management’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
2022 Q3	–	Sell	-23	Closed	-$1K	–	238
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	547
2022 Q1	$0	Hold	23	–	–	﹤0.01%	518
2021 Q4	$0	Buy	+23	New	+$757	﹤0.01%	488
2021 Q1	–	Sell	-23	Closed	–	–	137
2020 Q4	$0	Buy	+23	New	+$513	﹤0.01%	395

Other funds holding BEN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Curi Wealth Management's BEN Position: Q3 2022 in Review

Curi Wealth Management sold out of Franklin Resources (BEN) in Q3 2022, closing a stake of 23 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in BEN in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 528 funds tracked by Wall St. Rank hold BEN as of Q3 2022.

Curi Wealth Management reported no remaining Franklin Resources position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 23 Franklin Resources shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Franklin Resources in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Franklin Resources position peaked at $1K in Q2 2022.
528 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.