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Evermay Wealth Management’s Franklin Resources BEN Stock Holding History

Evermay 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
2023
Q1 		– Sell
-14
Closed -$369 – 543
2022
Q4 		$369 Buy
+14
New +$348 ﹤0.01% 533

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CCP
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ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
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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

Evermay Wealth Management's BEN Position: Q1 2023 in Review

Evermay Wealth Management sold out of Franklin Resources (BEN) in Q1 2023, closing a stake of 14 shares — an estimated $369 sold.

Evermay Wealth Management first reported a position in BEN in Q4 2022 and held it in 1 quarter. The position peaked at $369 in Q4 2022. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

  • Evermay Wealth Management reported no remaining Franklin Resources position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 14 Franklin Resources shares in Q1 2023, an estimated $369.
  • Evermay Wealth Management first reported a position in Franklin Resources in Q4 2022 and held it in 1 quarter.
  • Evermay Wealth Management's Franklin Resources position peaked at $369 in Q4 2022.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.