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Oliver Lagore Vanvalin Investment Group’s Franklin Resources BEN Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q3 		– Sell
-30
Closed -$671 – 694
2024
Q2 		$671 Buy
+30
New +$722 ﹤0.01% 658

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Oliver Lagore Vanvalin Investment Group's BEN Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Franklin Resources (BEN) in Q3 2024, closing a stake of 30 shares — an estimated $671 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BEN in Q2 2024 and held it in 1 quarter. The position peaked at $671 in Q2 2024. 556 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Franklin Resources position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 30 Franklin Resources shares in Q3 2024, an estimated $671.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Franklin Resources in Q2 2024 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Franklin Resources position peaked at $671 in Q2 2024.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.