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Money Concepts Capital’s Franklin Resources BEN Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-2,476
Closed -$65.3K – 697
2022
Q4 		$65.3K Buy
2,476
+2,021
+444% +$50.2K ﹤0.01% 1149
2022
Q3 		$10K Buy
455
+210
+86% +$5.4K ﹤0.01% 1045
2022
Q2 		$6K Sell
245
-1,531
-86% -$39.2K ﹤0.01% 1121
2022
Q1 		$50K Buy
+1,776
New +$54.2K ﹤0.01% 1231

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Money Concepts Capital's BEN Position: Q1 2023 in Review

Money Concepts Capital sold out of Franklin Resources (BEN) in Q1 2023, closing a stake of 2,476 shares — an estimated $65.3K sold.

Money Concepts Capital first reported a position in BEN in Q1 2022 and held it in 4 quarters. The position peaked at $65.3K in Q4 2022. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

  • Money Concepts Capital reported no remaining Franklin Resources position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,476 Franklin Resources shares in Q1 2023, an estimated $65.3K.
  • Money Concepts Capital first reported a position in Franklin Resources in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Franklin Resources position peaked at $65.3K in Q4 2022.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.