Interchange Capital Partners’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-109
Closed -$2K 320
2020
Q4
$2K Buy
+109
New +$2.43K ﹤0.01% 1061

Other funds holding BEN

Interchange Capital Partners's BEN Position: Q1 2021 in Review

Interchange Capital Partners sold out of Franklin Resources (BEN) in Q1 2021, closing a stake of 109 shares — an estimated $2K sold.

Interchange Capital Partners first reported a position in BEN in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 548 funds tracked by Wall St. Rank hold BEN as of Q1 2021.

  • Interchange Capital Partners reported no remaining Franklin Resources position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 109 Franklin Resources shares in Q1 2021, an estimated $2K.
  • Interchange Capital Partners first reported a position in Franklin Resources in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Franklin Resources position peaked at $2K in Q4 2020.
  • 548 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.