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Institutional & Family Asset Management’s Franklin Resources BEN Stock Holding History

Institutional & Family Asset Management’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
2023
Q2 		– Sell
-55
Closed -$1.48K – 760
2023
Q1 		$1.48K Buy
+55
New +$1.61K ﹤0.01% 585

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's BEN Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Franklin Resources (BEN) in Q2 2023, closing a stake of 55 shares — an estimated $1.48K sold.

Institutional & Family Asset Management first reported a position in BEN in Q1 2023 and held it in 1 quarter. The position peaked at $1.48K in Q1 2023. 533 funds tracked by Wall St. Rank hold BEN as of Q2 2023.

  • Institutional & Family Asset Management reported no remaining Franklin Resources position as of Q2 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 55 Franklin Resources shares in Q2 2023, an estimated $1.48K.
  • Institutional & Family Asset Management first reported a position in Franklin Resources in Q1 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's Franklin Resources position peaked at $1.48K in Q1 2023.
  • 533 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.