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Sutton Wealth Advisors’s Franklin Resources BEN Stock Holding History

Sutton 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
2023
Q3 		$3.56K Buy
145
+35
+32% +$947 ﹤0.01% 635
2023
Q2 		$2.94K Hold
110
– – ﹤0.01% 643
2023
Q1 		$2.96K Sell
110
-1,985
-95% -$58K ﹤0.01% 586
2022
Q4 		$55.3K Buy
2,095
+5
+0.2% +$124 0.02% 363
2022
Q3 		$45K Buy
2,090
+14
+0.7% +$360 0.02% 399
2022
Q2 		$48.4K Sell
2,076
-923
-31% -$23.6K 0.02% 390
2022
Q1 		$83.7K Buy
2,999
+5
+0.2% +$153 0.03% 282
2021
Q4 		$100K Hold
2,994
– – 0.03% 262
2021
Q3 		$89K Hold
2,994
– – 0.03% 264
2021
Q2 		$95.8K Hold
2,994
– – 0.04% 257
2021
Q1 		$88.6K Hold
2,994
– – 0.03% 260
2020
Q4 		$74.8K Hold
2,994
– – 0.03% 266
2020
Q3 		$60.9K Hold
2,994
– – 0.03% 269
2020
Q2 		$62.8K Hold
2,994
– – 0.03% 256
2020
Q1 		$50K Sell
2,994
-30
-1% -$689 0.03% 269
2019
Q4 		$78.6K Hold
3,024
– – 0.04% 235
2019
Q3 		$87.3K Hold
3,024
– – 0.05% 223
2019
Q2 		$105K Hold
3,024
– – 0.06% 202
2019
Q1 		$100K Hold
3,024
– – 0.06% 208
2018
Q4 		$89.7K Hold
3,024
– – 0.06% 202
2018
Q3 		$92K Hold
3,024
– – 0.06% 208
2018
Q2 		$96.9K Hold
3,024
– – 0.07% 202
2018
Q1 		$105K Hold
3,024
– – 0.08% 194
2017
Q4 		$131K Hold
3,024
– – 0.1% 171
2017
Q3 		$135K Hold
3,024
– – 0.1% 164
2017
Q2 		$135K Hold
3,024
– – 0.11% 158
2017
Q1 		$127K Hold
3,024
– – 0.11% 161
2016
Q4 		$120K Hold
3,024
– – 0.11% 165
2016
Q3 		$108K Hold
3,024
– – 0.1% 171
2016
Q2 		$101K Hold
3,024
– – 0.1% 176
2016
Q1 		$118K Buy
+3,024
New +$107K 0.11% 161

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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

Sutton Wealth Advisors's BEN Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Franklin Resources (BEN) stake by 32% in Q3 2023, buying an estimated $947 and bringing the position to 145 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Sutton Wealth Advisors first reported a position in BEN in Q1 2016 and has held it in 31 quarters since. The position peaked at $135K in Q2 2017. 536 funds tracked by Wall St. Rank hold BEN as of Q3 2023.

  • Sutton Wealth Advisors held 145 shares of Franklin Resources worth $3.56K as of Q3 2023.
  • Sutton Wealth Advisors bought 35 Franklin Resources shares in Q3 2023, an estimated $947.
  • Franklin Resources made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #635 holding.
  • Sutton Wealth Advisors first reported a position in Franklin Resources in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Franklin Resources position peaked at $135K in Q2 2017.
  • 536 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.