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Founders Financial Alliance’s Franklin Resources BEN Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-138
Closed -$4K – 514
2020
Q3 		$4K Buy
+138
New +$2.9K ﹤0.01% 1029

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CCP
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
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Founders Financial Alliance's BEN Position: Q4 2020 in Review

Founders Financial Alliance sold out of Franklin Resources (BEN) in Q4 2020, closing a stake of 138 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in BEN in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 517 funds tracked by Wall St. Rank hold BEN as of Q4 2020.

  • Founders Financial Alliance reported no remaining Franklin Resources position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 138 Franklin Resources shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Franklin Resources in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Franklin Resources position peaked at $4K in Q3 2020.
  • 517 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.