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Integrated Advisors Network’s Franklin Resources BEN Stock Holding History

Integrated Advisors Network’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
Q1 		– Sell
-8,102
Closed -$271K – 660
2021
Q4 		$271K Buy
8,102
+21
+0.3% +$691 0.02% 548
2021
Q3 		$240K Sell
8,081
-2,152
-21% -$67.1K 0.02% 553
2021
Q2 		$327K Buy
10,233
+1,301
+15% +$42.1K 0.02% 449
2021
Q1 		$264K Buy
+8,932
New +$244K 0.02% 462

Other funds holding BEN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Integrated Advisors Network's BEN Position: Q1 2022 in Review

Integrated Advisors Network sold out of Franklin Resources (BEN) in Q1 2022, closing a stake of 8,102 shares — an estimated $271K sold.

Integrated Advisors Network first reported a position in BEN in Q1 2021 and held it in 4 quarters. The position peaked at $327K in Q2 2021. 576 funds tracked by Wall St. Rank hold BEN as of Q1 2022.

  • Integrated Advisors Network reported no remaining Franklin Resources position as of Q1 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 8,102 Franklin Resources shares in Q1 2022, an estimated $271K.
  • Integrated Advisors Network first reported a position in Franklin Resources in Q1 2021 and held it in 4 quarters.
  • Integrated Advisors Network's Franklin Resources position peaked at $327K in Q2 2021.
  • 576 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2022.

Based on Integrated Advisors Network's 13F filing for Q1 2022, filed 2 May 2022.