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Paulson Wealth Management’s Franklin Resources BEN Stock Holding History

Paulson Wealth Management’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
Q4 		– Sell
-7,067
Closed -$210K – 91
2021
Q3 		$210K Buy
+7,067
New +$220K 0.1% 87

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paulson Wealth Management's BEN Position: Q4 2021 in Review

Paulson Wealth Management sold out of Franklin Resources (BEN) in Q4 2021, closing a stake of 7,067 shares — an estimated $210K sold.

Paulson Wealth Management first reported a position in BEN in Q3 2021 and held it in 1 quarter. The position peaked at $210K in Q3 2021. 581 funds tracked by Wall St. Rank hold BEN as of Q4 2021.

  • Paulson Wealth Management reported no remaining Franklin Resources position as of Q4 2021 after selling out during the quarter.
  • Paulson Wealth Management sold 7,067 Franklin Resources shares in Q4 2021, an estimated $210K.
  • Paulson Wealth Management first reported a position in Franklin Resources in Q3 2021 and held it in 1 quarter.
  • Paulson Wealth Management's Franklin Resources position peaked at $210K in Q3 2021.
  • 581 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2021.

Based on Paulson Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.