Inspire Advisors’s Franklin Resources BEN Stock Holding History

Inspire Advisors’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
2021 Q1	–	Sell	-3,085	Closed	-$77K	–	156
2020 Q4	$77K	Buy	+3,085	New	+$68.9K	0.03%	169

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Inspire Advisors's BEN Position: Q1 2021 in Review

Inspire Advisors sold out of Franklin Resources (BEN) in Q1 2021, closing a stake of 3,085 shares — an estimated $77K sold.

Inspire Advisors first reported a position in BEN in Q4 2020 and held it in 1 quarter. The position peaked at $77K in Q4 2020. 548 funds tracked by Wall St. Rank hold BEN as of Q1 2021.

Inspire Advisors reported no remaining Franklin Resources position as of Q1 2021 after selling out during the quarter.
Inspire Advisors sold 3,085 Franklin Resources shares in Q1 2021, an estimated $77K.
Inspire Advisors first reported a position in Franklin Resources in Q4 2020 and held it in 1 quarter.
Inspire Advisors's Franklin Resources position peaked at $77K in Q4 2020.
548 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.