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Turtle Creek Wealth Advisors’s Franklin Resources BEN Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-13
Closed -$387 – 266
2023
Q4 		$387 Buy
+13
New +$323 ﹤0.01% 841

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Turtle Creek Wealth Advisors's BEN Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Franklin Resources (BEN) in Q1 2024, closing a stake of 13 shares — an estimated $387 sold.

Turtle Creek Wealth Advisors first reported a position in BEN in Q4 2023 and held it in 1 quarter. The position peaked at $387 in Q4 2023. 595 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Franklin Resources position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 13 Franklin Resources shares in Q1 2024, an estimated $387.
  • Turtle Creek Wealth Advisors first reported a position in Franklin Resources in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Franklin Resources position peaked at $387 in Q4 2023.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.