Envestnet Portfolio Solutions’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
11,357
-1,526
| -12% | -$36.4K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $248K | Sell |
12,883
-16,946
| -57% | -$326K | ﹤0.01% | 1386 |
|
|
2024
Q4 | $605K | Buy |
29,829
+17,376
| +140% | +$353K | ﹤0.01% | 1137 |
|
|
2024
Q3 | $251K | Buy |
12,453
+473
| +4% | +$9.53K | ﹤0.01% | 1530 |
|
|
2024
Q2 | $268K | Buy |
11,980
+1,143
| +11% | +$25.5K | ﹤0.01% | 1439 |
|
|
2024
Q1 | $305K | Buy |
+10,837
| New | +$305K | ﹤0.01% | 1351 |
|