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Salem Investment Counselors’s Franklin Resources BEN Stock Holding History

Salem Investment Counselors’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
Q1 		– Sell
-9,642
Closed -$323K – 1008
2021
Q4 		$323K Hold
9,642
– – 0.01% 316
2021
Q3 		$287K Hold
9,642
– – 0.02% 296
2021
Q2 		$308K Buy
+9,642
New +$312K 0.02% 284
2017
Q3 		– Sell
-19
Closed -$1K – 569
2017
Q2 		$1K Buy
+19
New +$812 ﹤0.01% 603

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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

Salem Investment Counselors's BEN Position: Q1 2022 in Review

Salem Investment Counselors sold out of Franklin Resources (BEN) in Q1 2022, closing a stake of 9,642 shares — an estimated $323K sold.

Salem Investment Counselors first reported a position in BEN in Q2 2017 and held it in 4 quarters. The position peaked at $323K in Q4 2021. 577 funds tracked by Wall St. Rank hold BEN as of Q1 2022.

  • Salem Investment Counselors reported no remaining Franklin Resources position as of Q1 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 9,642 Franklin Resources shares in Q1 2022, an estimated $323K.
  • Salem Investment Counselors first reported a position in Franklin Resources in Q2 2017 and held it in 4 quarters.
  • Salem Investment Counselors's Franklin Resources position peaked at $323K in Q4 2021.
  • 577 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2022.

Based on Salem Investment Counselors's 13F filing for Q1 2022, filed 16 May 2022.