SkyView Investment Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,485
| Closed | -$393K | – | 300 |
|
|
2024
Q3 | $393K | Buy |
19,485
+609
| +3% | +$12.3K | 0.07% | 193 |
|
|
2024
Q2 | $422K | Buy |
18,876
+2,062
| +12% | +$46.1K | 0.08% | 216 |
|
|
2024
Q1 | $473K | Buy |
+16,814
| New | +$473K | 0.09% | 199 |
|
|
2023
Q4 | – | Sell |
-14,629
| Closed | -$359K | – | 192 |
|
|
2023
Q3 | $359K | Buy |
14,629
+556
| +4% | +$13.6K | 0.15% | 196 |
|
|
2023
Q2 | $376K | Buy |
+14,073
| New | +$376K | 0.09% | 275 |
|
|
2022
Q3 | – | Sell |
-9,548
| Closed | -$223K | – | 534 |
|
|
2022
Q2 | $223K | Sell |
9,548
-1,661
| -15% | -$38.8K | 0.06% | 386 |
|
|
2022
Q1 | $313K | Buy |
11,209
+8,764
| +358% | +$245K | 0.07% | 346 |
|
|
2021
Q4 | $323K | Sell |
2,445
-8,405
| -77% | -$1.11M | 0.07% | 315 |
|
|
2021
Q3 | $322K | Buy |
10,850
+9,959
| +1,118% | +$296K | 0.09% | 253 |
|
|
2021
Q2 | $26K | Hold |
891
| – | – | 0.01% | 217 |
|
|
2021
Q1 | $26K | Buy |
891
+684
| +330% | +$20K | 0.01% | 225 |
|
|
2020
Q4 | $5K | Buy |
+207
| New | +$5K | ﹤0.01% | 239 |
|