MWP
BEN icon

Meridian Wealth Partners’s Franklin Resources BEN Stock Holding History

Meridian 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
2021
Q2 		– Sell
-208
Closed -$6K – 218
2021
Q1 		$6K Buy
+208
New +$5.68K ﹤0.01% 605

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Meridian Wealth Partners's BEN Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Franklin Resources (BEN) in Q2 2021, closing a stake of 208 shares — an estimated $6K sold.

Meridian Wealth Partners first reported a position in BEN in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 574 funds tracked by Wall St. Rank hold BEN as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Franklin Resources position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 208 Franklin Resources shares in Q2 2021, an estimated $6K.
  • Meridian Wealth Partners first reported a position in Franklin Resources in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Franklin Resources position peaked at $6K in Q1 2021.
  • 574 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.