KPWS
BEN icon

Kestra Private Wealth Services’s Franklin Templeton BEN Stock Holding History

Kestra Private Wealth Services’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
-15,274
Closed -$512K – 987
2021
Q4 		$512K Buy
+15,274
New +$503K 0.02% 577

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kestra Private Wealth Services's BEN Position: Q1 2022 in Review

Kestra Private Wealth Services sold out of Franklin Templeton (BEN) in Q1 2022, closing a stake of 15,274 shares — an estimated $512K sold.

Kestra Private Wealth Services first reported a position in BEN in Q4 2021 and held it in 1 quarter. The position peaked at $512K in Q4 2021. 576 funds tracked by Wall St. Rank hold BEN as of Q1 2022.

  • Kestra Private Wealth Services reported no remaining Franklin Templeton position as of Q1 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 15,274 Franklin Templeton shares in Q1 2022, an estimated $512K.
  • Kestra Private Wealth Services first reported a position in Franklin Templeton in Q4 2021 and held it in 1 quarter.
  • Kestra Private Wealth Services's Franklin Templeton position peaked at $512K in Q4 2021.
  • 576 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2022.

Based on Kestra Private Wealth Services's 13F filing for Q1 2022, filed 26 May 2022.