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Darwin Wealth Management’s Franklin Resources BEN Stock Holding History

Darwin 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
Q2 		– Sell
-15,812
Closed -$441K – 163
2022
Q1 		$441K Hold
15,812
– – 0.07% 126
2021
Q4 		$517K Hold
15,812
– – 0.08% 118
2021
Q3 		$470K Hold
15,812
– – 0.08% 116
2021
Q2 		$506K Hold
15,812
– – 0.08% 111
2021
Q1 		$468K Hold
15,812
– – 0.08% 115
2020
Q4 		$395K Hold
15,812
– – 0.07% 121
2020
Q3 		$321K Buy
+15,812
New +$332K 0.07% 123

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Darwin Wealth Management's BEN Position: Q2 2022 in Review

Darwin Wealth Management sold out of Franklin Resources (BEN) in Q2 2022, closing a stake of 15,812 shares — an estimated $441K sold.

Darwin Wealth Management first reported a position in BEN in Q3 2020 and held it in 7 quarters. The position peaked at $517K in Q4 2021. 541 funds tracked by Wall St. Rank hold BEN as of Q2 2022.

  • Darwin Wealth Management reported no remaining Franklin Resources position as of Q2 2022 after selling out during the quarter.
  • Darwin Wealth Management sold 15,812 Franklin Resources shares in Q2 2022, an estimated $441K.
  • Darwin Wealth Management first reported a position in Franklin Resources in Q3 2020 and held it in 7 quarters.
  • Darwin Wealth Management's Franklin Resources position peaked at $517K in Q4 2021.
  • 541 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2022.

Based on Darwin Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.