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Heritage Wealth Management (Arizona)’s Franklin Resources BEN Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$1.11K Buy
42
+21
+100% +$522 ﹤0.01% 1023
2022
Q3 		$0 Buy
+21
New +$540 ﹤0.01% 1011

Other funds holding BEN

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BEN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Franklin Resources (BEN) stake by 100% in Q4 2022, buying an estimated $522 and bringing the position to 42 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Heritage Wealth Management (Arizona) first reported a position in BEN in Q3 2022 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold BEN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 42 shares of Franklin Resources worth $1.11K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 21 Franklin Resources shares in Q4 2022, an estimated $522.
  • Franklin Resources made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1023 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Franklin Resources in Q3 2022 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.