TCWP’s Franklin Templeton BEN Stock Holding History

TCWP’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 Q2	–	Sell	-165	Closed	-$4K	–	424
2022 Q1	$4K	Buy	+165	New	+$5.04K	﹤0.01%	1095

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCWP's BEN Position: Q2 2022 in Review

TCWP sold out of Franklin Templeton (BEN) in Q2 2022, closing a stake of 165 shares — an estimated $4K sold.

TCWP first reported a position in BEN in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 541 funds tracked by Wall St. Rank hold BEN as of Q2 2022.

TCWP reported no remaining Franklin Templeton position as of Q2 2022 after selling out during the quarter.
TCWP sold 165 Franklin Templeton shares in Q2 2022, an estimated $4K.
TCWP first reported a position in Franklin Templeton in Q1 2022 and held it in 1 quarter.
TCWP's Franklin Templeton position peaked at $4K in Q1 2022.
541 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.