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Syverson Strege & Co’s Franklin Resources BEN Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-43
Closed -$1.16K – 121
2023
Q1 		$1.16K Buy
+43
New +$1.26K ﹤0.01% 587
2022
Q1 		– Sell
-100
Closed -$3K – 299
2021
Q4 		$3K Sell
100
-46
-32% -$1.51K ﹤0.01% 254
2021
Q3 		$4K Buy
146
+46
+46% +$1.44K ﹤0.01% 338
2021
Q2 		$3K Hold
100
– – ﹤0.01% 230
2021
Q1 		$3K Buy
+100
New +$2.73K ﹤0.01% 226

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Syverson Strege & Co's BEN Position: Q2 2023 in Review

Syverson Strege & Co sold out of Franklin Resources (BEN) in Q2 2023, closing a stake of 43 shares — an estimated $1.16K sold.

Syverson Strege & Co first reported a position in BEN in Q1 2021 and held it in 5 quarters. The position peaked at $4K in Q3 2021. 533 funds tracked by Wall St. Rank hold BEN as of Q2 2023.

  • Syverson Strege & Co reported no remaining Franklin Resources position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 43 Franklin Resources shares in Q2 2023, an estimated $1.16K.
  • Syverson Strege & Co first reported a position in Franklin Resources in Q1 2021 and held it in 5 quarters.
  • Syverson Strege & Co's Franklin Resources position peaked at $4K in Q3 2021.
  • 533 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.