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Evolution Wealth Advisors’s Franklin Resources 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
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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return