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Regent Peak Wealth Advisors’s Franklin Resources BEN Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-1,240
Closed -$31K – 236
2020
Q4 		$31K Buy
+1,240
New +$27.7K 0.01% 373
2020
Q2 		– Sell
-42,615
Closed -$711K – 121
2020
Q1 		$711K Buy
+42,615
New +$978K 0.4% 52

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Regent Peak Wealth Advisors's BEN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Franklin Resources (BEN) in Q1 2021, closing a stake of 1,240 shares — an estimated $31K sold.

Regent Peak Wealth Advisors first reported a position in BEN in Q1 2020 and held it in 2 quarters. The position peaked at $711K in Q1 2020. 548 funds tracked by Wall St. Rank hold BEN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Franklin Resources position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,240 Franklin Resources shares in Q1 2021, an estimated $31K.
  • Regent Peak Wealth Advisors first reported a position in Franklin Resources in Q1 2020 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's Franklin Resources position peaked at $711K in Q1 2020.
  • 548 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.