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Old Point Trust & Financial Services N A’s Franklin Resources BEN Stock Holding History

Old Point Trust & Financial Services N A’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
-200
Closed -$5.62K – 377
2024
Q1 		$5.62K Buy
+200
New +$5.51K ﹤0.01% 338

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Invesco
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ProShare Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Old Point Trust & Financial Services N A's BEN Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Franklin Resources (BEN) in Q2 2024, closing a stake of 200 shares — an estimated $5.62K sold.

Old Point Trust & Financial Services N A first reported a position in BEN in Q1 2024 and held it in 1 quarter. The position peaked at $5.62K in Q1 2024. 578 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Franklin Resources position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 200 Franklin Resources shares in Q2 2024, an estimated $5.62K.
  • Old Point Trust & Financial Services N A first reported a position in Franklin Resources in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Franklin Resources position peaked at $5.62K in Q1 2024.
  • 578 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.