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LMG Wealth Partners’s Franklin Resources BEN Stock Holding History

LMG Wealth Partners’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
2024
Q2 		– Sell
-101,365
Closed -$2.85M – 123
2024
Q1 		$2.85M Buy
101,365
+17,916
+21% +$494K 0.72% 43
2023
Q4 		$2.49M Buy
83,449
+9,400
+13% +$234K 0.69% 42
2023
Q3 		$1.82M Buy
74,049
+42,514
+135% +$1.15M 0.55% 52
2023
Q2 		$842K Buy
31,535
+16,349
+108% +$423K 0.26% 67
2023
Q1 		$409K Buy
15,186
+4,869
+47% +$142K 0.13% 82
2022
Q4 		$307K Buy
+10,317
New +$256K 0.1% 88

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LMG Wealth Partners's BEN Position: Q2 2024 in Review

LMG Wealth Partners sold out of Franklin Resources (BEN) in Q2 2024, closing a stake of 101,365 shares — an estimated $2.85M sold.

LMG Wealth Partners first reported a position in BEN in Q4 2022 and held it in 6 quarters. The position peaked at $2.85M in Q1 2024. 581 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

  • LMG Wealth Partners reported no remaining Franklin Resources position as of Q2 2024 after selling out during the quarter.
  • LMG Wealth Partners sold 101,365 Franklin Resources shares in Q2 2024, an estimated $2.85M.
  • LMG Wealth Partners first reported a position in Franklin Resources in Q4 2022 and held it in 6 quarters.
  • LMG Wealth Partners's Franklin Resources position peaked at $2.85M in Q1 2024.
  • 581 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2024.

Based on LMG Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.