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Redwood Wealth Management Group’s Franklin Resources BEN Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-15
Closed -$335 – 260
2024
Q2 		$335 Buy
+15
New +$361 ﹤0.01% 1083

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Redwood Wealth Management Group's BEN Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Franklin Resources (BEN) in Q3 2024, closing a stake of 15 shares — an estimated $335 sold.

Redwood Wealth Management Group first reported a position in BEN in Q2 2024 and held it in 1 quarter. The position peaked at $335 in Q2 2024. 555 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Franklin Resources position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 15 Franklin Resources shares in Q3 2024, an estimated $335.
  • Redwood Wealth Management Group first reported a position in Franklin Resources in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Franklin Resources position peaked at $335 in Q2 2024.
  • 555 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.