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Prosperity Capital Advisors’s Franklin Resources BEN Stock Holding History

Prosperity Capital Advisors’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
2023
Q2 		– Sell
-15,812
Closed -$426K – 231
2023
Q1 		$426K Sell
15,812
-16
-0.1% -$467 0.07% 130
2022
Q4 		$418K Buy
+15,828
New +$393K 0.13% 109

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prosperity Capital Advisors's BEN Position: Q2 2023 in Review

Prosperity Capital Advisors sold out of Franklin Resources (BEN) in Q2 2023, closing a stake of 15,812 shares — an estimated $426K sold.

Prosperity Capital Advisors first reported a position in BEN in Q4 2022 and held it in 2 quarters. The position peaked at $426K in Q1 2023. 533 funds tracked by Wall St. Rank hold BEN as of Q2 2023.

  • Prosperity Capital Advisors reported no remaining Franklin Resources position as of Q2 2023 after selling out during the quarter.
  • Prosperity Capital Advisors sold 15,812 Franklin Resources shares in Q2 2023, an estimated $426K.
  • Prosperity Capital Advisors first reported a position in Franklin Resources in Q4 2022 and held it in 2 quarters.
  • Prosperity Capital Advisors's Franklin Resources position peaked at $426K in Q1 2023.
  • 533 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2023.

Based on Prosperity Capital Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.