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Cypress Point Wealth Management’s Franklin Resources BEN Stock Holding History

Cypress Point 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
2021
Q1 		– Sell
-355
Closed -$9K – 118
2020
Q4 		$9K Buy
+355
New +$7.93K 0.01% 158

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Capital Research Global Investors
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Cypress Point Wealth Management's BEN Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Franklin Resources (BEN) in Q1 2021, closing a stake of 355 shares — an estimated $9K sold.

Cypress Point Wealth Management first reported a position in BEN in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 548 funds tracked by Wall St. Rank hold BEN as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Franklin Resources position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 355 Franklin Resources shares in Q1 2021, an estimated $9K.
  • Cypress Point Wealth Management first reported a position in Franklin Resources in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Franklin Resources position peaked at $9K in Q4 2020.
  • 548 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.