EWG Elevate’s Franklin Resources BEN Stock Holding History

EWG Elevate’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	-2,583	Closed	-$68.1K	–	139
2022 Q4	$68.1K	Buy	+2,583	New	+$64.1K	0.03%	145

Other funds holding BEN

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EWG Elevate's BEN Position: Q1 2023 in Review

EWG Elevate sold out of Franklin Resources (BEN) in Q1 2023, closing a stake of 2,583 shares — an estimated $68.1K sold.

EWG Elevate first reported a position in BEN in Q4 2022 and held it in 1 quarter. The position peaked at $68.1K in Q4 2022. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

EWG Elevate reported no remaining Franklin Resources position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 2,583 Franklin Resources shares in Q1 2023, an estimated $68.1K.
EWG Elevate first reported a position in Franklin Resources in Q4 2022 and held it in 1 quarter.
EWG Elevate's Franklin Resources position peaked at $68.1K in Q4 2022.
556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.