Polaris Wealth Advisory Group’s Franklin Resources BEN Stock Holding History

Polaris Wealth Advisory 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
2022 Q1	–	Sell	-6,204	Closed	-$208K	–	162
2021 Q4	$208K	Buy	+6,204	New	+$204K	0.01%	167
2021 Q3	–	Sell	-6,204	Closed	-$200K	–	176
2021 Q2	$200K	Buy	+6,204	New	+$201K	0.01%	165
2019 Q3	–	Sell	-6,204	Closed	-$217K	–	151
2019 Q2	$217K	Hold	6,204	–	–	0.02%	132
2019 Q1	$210K	Buy	+6,204	New	+$196K	0.02%	148
2018 Q4	–	Sell	-6,204	Closed	-$189K	–	169
2018 Q3	$189K	Hold	6,204	–	–	0.01%	160
2018 Q2	$215K	Hold	6,204	–	–	0.02%	101
2018 Q1	$215K	Hold	6,204	–	–	0.02%	134
2017 Q4	$269K	Buy	+6,204	New	+$269K	0.02%	123

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Polaris Wealth Advisory Group's BEN Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Franklin Resources (BEN) in Q1 2022, closing a stake of 6,204 shares — an estimated $208K sold.

Polaris Wealth Advisory Group first reported a position in BEN in Q4 2017 and held it in 8 quarters. The position peaked at $269K in Q4 2017. 576 funds tracked by Wall St. Rank hold BEN as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining Franklin Resources position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 6,204 Franklin Resources shares in Q1 2022, an estimated $208K.
Polaris Wealth Advisory Group first reported a position in Franklin Resources in Q4 2017 and held it in 8 quarters.
Polaris Wealth Advisory Group's Franklin Resources position peaked at $269K in Q4 2017.
576 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.