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Prospera Financial Services’s Franklin Resources BEN Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-897
Closed -$25K – 1705
2022
Q1 		$25K Buy
+897
New +$27.4K ﹤0.01% 1643
2020
Q4 		– Sell
-586
Closed -$12K – 757
2020
Q3 		$12K Buy
+586
New +$12.3K ﹤0.01% 1049

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prospera Financial Services's BEN Position: Q2 2022 in Review

Prospera Financial Services sold out of Franklin Resources (BEN) in Q2 2022, closing a stake of 897 shares — an estimated $25K sold.

Prospera Financial Services first reported a position in BEN in Q3 2020 and held it in 2 quarters. The position peaked at $25K in Q1 2022. 541 funds tracked by Wall St. Rank hold BEN as of Q2 2022.

  • Prospera Financial Services reported no remaining Franklin Resources position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 897 Franklin Resources shares in Q2 2022, an estimated $25K.
  • Prospera Financial Services first reported a position in Franklin Resources in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Franklin Resources position peaked at $25K in Q1 2022.
  • 541 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.