Evolution Wealth Advisors’s Franklin Templeton BEN Stock Holding History

Evolution Wealth Advisors’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 Q4	–	Sell	-210	Closed	-$6K	–	204
2021 Q3	$6K	Hold	210	–	–	﹤0.01%	471
2021 Q2	$7K	Hold	210	–	–	﹤0.01%	452
2021 Q1	$6K	Hold	210	–	–	﹤0.01%	495
2020 Q4	$5K	Hold	210	–	–	﹤0.01%	434
2020 Q3	$4K	Hold	210	–	–	﹤0.01%	451
2020 Q2	$4K	Buy	+210	New	+$3.96K	﹤0.01%	382
2019 Q3	–	Sell	-62	Closed	-$2K	–	489
2019 Q2	$2K	Buy	+62	New	+$2.11K	﹤0.01%	384

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evolution Wealth Advisors's BEN Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Franklin Templeton (BEN) in Q4 2021, closing a stake of 210 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in BEN in Q2 2019 and held it in 7 quarters. The position peaked at $7K in Q2 2021. 581 funds tracked by Wall St. Rank hold BEN as of Q4 2021.

Evolution Wealth Advisors reported no remaining Franklin Templeton position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 210 Franklin Templeton shares in Q4 2021, an estimated $6K.
Evolution Wealth Advisors first reported a position in Franklin Templeton in Q2 2019 and held it in 7 quarters.
Evolution Wealth Advisors's Franklin Templeton position peaked at $7K in Q2 2021.
581 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.