IW
BEN icon

Imprint Wealth’s Franklin Resources BEN Stock Holding History

Imprint Wealth’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
2024
Q1 		$250K Sell
9,046
-555
-6% -$15.3K 0.06% 255
2023
Q4 		$286K Buy
9,601
+1,477
+18% +$36.7K 0.23% 123
2023
Q3 		$202K Buy
+8,124
New +$220K 0.17% 145

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Imprint Wealth's BEN Position: Q1 2024 in Review

Imprint Wealth reduced its Franklin Resources (BEN) stake by 5.8% in Q1 2024, selling an estimated $15.3K and leaving 9,046 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #255.

Imprint Wealth first reported a position in BEN in Q3 2023 and has held it in 3 quarters since. The position peaked at $286K in Q4 2023. 595 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • Imprint Wealth held 9,046 shares of Franklin Resources worth $250K as of Q1 2024.
  • Imprint Wealth sold 555 Franklin Resources shares in Q1 2024, an estimated $15.3K.
  • Franklin Resources made up 0.06% of Imprint Wealth's portfolio in Q1 2024, its #255 holding.
  • Imprint Wealth first reported a position in Franklin Resources in Q3 2023 and has held it in 3 quarters since.
  • Imprint Wealth's Franklin Resources position peaked at $286K in Q4 2023.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.