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Heritage Financial Services’s Franklin Resources BEN Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-30
Closed – – 105
2022
Q2 		$0 Buy
+30
New +$767 ﹤0.01% 514

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Heritage Financial Services's BEN Position: Q3 2022 in Review

Heritage Financial Services sold out of Franklin Resources (BEN) in Q3 2022, closing a stake of 30 shares.

Heritage Financial Services first reported a position in BEN in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 528 funds tracked by Wall St. Rank hold BEN as of Q3 2022.

  • Heritage Financial Services reported no remaining Franklin Resources position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 30 Franklin Resources shares in Q3 2022.
  • Heritage Financial Services first reported a position in Franklin Resources in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Franklin Resources position peaked at $0 in Q2 2022.
  • 528 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.