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Insight Inv LLC’s Franklin Resources BEN Stock Holding History

Insight Inv LLC’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
-4,105
Closed -$97K – 107
2022
Q2 		$97K Buy
+4,105
New +$105K 0.1% 92
2022
Q1 		– Sell
-6,895
Closed -$233K – 101
2021
Q4 		$233K Buy
+6,895
New +$227K 0.21% 81

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Capital Research Global Investors
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CCP
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ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Inv LLC's BEN Position: Q3 2022 in Review

Insight Inv LLC sold out of Franklin Resources (BEN) in Q3 2022, closing a stake of 4,105 shares — an estimated $97K sold.

Insight Inv LLC first reported a position in BEN in Q4 2021 and held it in 2 quarters. The position peaked at $233K in Q4 2021. 528 funds tracked by Wall St. Rank hold BEN as of Q3 2022.

  • Insight Inv LLC reported no remaining Franklin Resources position as of Q3 2022 after selling out during the quarter.
  • Insight Inv LLC sold 4,105 Franklin Resources shares in Q3 2022, an estimated $97K.
  • Insight Inv LLC first reported a position in Franklin Resources in Q4 2021 and held it in 2 quarters.
  • Insight Inv LLC's Franklin Resources position peaked at $233K in Q4 2021.
  • 528 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2022.

Based on Insight Inv LLC's 13F filing for Q3 2022, filed 9 Nov 2022.