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Passumpsic Savings Bank’s Franklin Resources BEN Stock Holding History

Passumpsic Savings Bank’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
-15,401
Closed -$433K – 85
2024
Q1 		$433K Buy
+15,401
New +$424K 0.28% 71

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Passumpsic Savings Bank's BEN Position: Q2 2024 in Review

Passumpsic Savings Bank sold out of Franklin Resources (BEN) in Q2 2024, closing a stake of 15,401 shares — an estimated $433K sold.

Passumpsic Savings Bank first reported a position in BEN in Q1 2024 and held it in 1 quarter. The position peaked at $433K in Q1 2024. 578 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

  • Passumpsic Savings Bank reported no remaining Franklin Resources position as of Q2 2024 after selling out during the quarter.
  • Passumpsic Savings Bank sold 15,401 Franklin Resources shares in Q2 2024, an estimated $433K.
  • Passumpsic Savings Bank first reported a position in Franklin Resources in Q1 2024 and held it in 1 quarter.
  • Passumpsic Savings Bank's Franklin Resources position peaked at $433K in Q1 2024.
  • 578 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2024.

Based on Passumpsic Savings Bank's 13F filing for Q2 2024, filed 13 Aug 2024.