Prio Wealth Limited Partnership’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $254K | Sell |
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|
2019
Q2 | $521K | Sell |
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|
2019
Q1 | $964K | Sell |
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|
2018
Q4 | $914K | Sell |
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|
2018
Q3 | $1.05M | Sell |
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|
2018
Q2 | $1.14M | Sell |
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|
2018
Q1 | $1.42M | Sell |
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|
2017
Q4 | $1.95M | Sell |
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|
2017
Q3 | $2.05M | Sell |
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|
2017
Q2 | $2.13M | Sell |
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|
2017
Q1 | $2.01M | Sell |
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|
2016
Q4 | $2.25M | Sell |
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|
2016
Q3 | $2.2M | Sell |
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|
2016
Q2 | $2.14M | Sell |
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|
2016
Q1 | $2.7M | Sell |
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|
2015
Q4 | $2.62M | Sell |
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|
2015
Q3 | $3.04M | Sell |
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|
2015
Q2 | $4.94M | Sell |
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|
2015
Q1 | $5.37M | Sell |
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|
2014
Q4 | $5.87M | Sell |
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|
2014
Q3 | $5.84M | Sell |
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|
2014
Q2 | $6.25M | Sell |
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|
2014
Q1 | $5.88M | Sell |
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|
2013
Q4 | $6.35M | Sell |
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|
2013
Q3 | $8.46M | Sell |
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|
2013
Q2 | $8.03M | Buy |
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