Latitude Advisors’s Franklin Resources BEN Stock Holding History

Latitude Advisors’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 Q2	–	Sell	-8,024	Closed	-$224K	–	156
2022 Q1	$224K	Buy	+8,024	New	+$245K	0.05%	299

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Latitude Advisors's BEN Position: Q2 2022 in Review

Latitude Advisors sold out of Franklin Resources (BEN) in Q2 2022, closing a stake of 8,024 shares — an estimated $224K sold.

Latitude Advisors first reported a position in BEN in Q1 2022 and held it in 1 quarter. The position peaked at $224K in Q1 2022. 541 funds tracked by Wall St. Rank hold BEN as of Q2 2022.

Latitude Advisors reported no remaining Franklin Resources position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 8,024 Franklin Resources shares in Q2 2022, an estimated $224K.
Latitude Advisors first reported a position in Franklin Resources in Q1 2022 and held it in 1 quarter.
Latitude Advisors's Franklin Resources position peaked at $224K in Q1 2022.
541 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.