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MPS Loria Financial Planners’s Franklin Resources BEN Stock Holding History

MPS Loria Financial Planners’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
-19
Closed – – 147
2021
Q1 		$0 Hold
19
– – ﹤0.01% 572
2020
Q4 		$0 Buy
+19
New +$424 ﹤0.01% 614
2017
Q3 		– Sell
-140
Closed -$6K – 107
2017
Q2 		$6K Buy
+140
New +$5.98K ﹤0.01% 320

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

MPS Loria Financial Planners's BEN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Franklin Resources (BEN) in Q2 2021, closing a stake of 19 shares.

MPS Loria Financial Planners first reported a position in BEN in Q2 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 574 funds tracked by Wall St. Rank hold BEN as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Franklin Resources position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 19 Franklin Resources shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Franklin Resources in Q2 2017 and held it in 3 quarters.
  • MPS Loria Financial Planners's Franklin Resources position peaked at $6K in Q2 2017.
  • 574 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.