Pathstone Family Office’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$353K Buy
2023
Q1
Sell
2022
Q4
$466K Buy
2022
Q3
$320K Buy
2019
Q4
Sell
2019
Q3
$6K Buy
2019
Q2
$7K Buy