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Kapitalo Investimentos’s Franklin Resources BEN Stock Holding History

Kapitalo Investimentos’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
-4,362
Closed -$118K – 499
2023
Q1 		$118K Buy
+4,362
New +$127K 0.04% 289

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

Kapitalo Investimentos's BEN Position: Q2 2023 in Review

Kapitalo Investimentos sold out of Franklin Resources (BEN) in Q2 2023, closing a stake of 4,362 shares — an estimated $118K sold.

Kapitalo Investimentos first reported a position in BEN in Q1 2023 and held it in 1 quarter. The position peaked at $118K in Q1 2023. 533 funds tracked by Wall St. Rank hold BEN as of Q2 2023.

  • Kapitalo Investimentos reported no remaining Franklin Resources position as of Q2 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 4,362 Franklin Resources shares in Q2 2023, an estimated $118K.
  • Kapitalo Investimentos first reported a position in Franklin Resources in Q1 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Franklin Resources position peaked at $118K in Q1 2023.
  • 533 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.