Integrated Wealth Concepts’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,869
| Closed | -$200K | – | 1752 |
|
|
2024
Q4 | $200K | Buy |
+9,869
| New | +$200K | ﹤0.01% | 1605 |
|
|
2023
Q1 | – | Sell |
-15,326
| Closed | -$404K | – | 1349 |
|
|
2022
Q4 | $404K | Buy |
15,326
+1,143
| +8% | +$30.1K | 0.01% | 719 |
|
|
2022
Q3 | $305K | Buy |
14,183
+328
| +2% | +$7.05K | 0.01% | 729 |
|
|
2022
Q2 | $323K | Buy |
13,855
+1,266
| +10% | +$29.5K | 0.01% | 732 |
|
|
2022
Q1 | $351K | Buy |
12,589
+3,171
| +34% | +$88.4K | 0.01% | 691 |
|
|
2021
Q4 | $315K | Buy |
9,418
+1,589
| +20% | +$53.1K | 0.01% | 751 |
|
|
2021
Q3 | $233K | Sell |
7,829
-1,015
| -11% | -$30.2K | 0.01% | 831 |
|
|
2021
Q2 | $283K | Buy |
+8,844
| New | +$283K | 0.01% | 672 |
|