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Venture Visionary Partners’s Franklin Resources BEN Stock Holding History

Venture Visionary Partners’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
Q3 		– Sell
-3,500
Closed -$81.6K – 556
2022
Q2 		$81.6K Buy
+3,500
New +$89.5K 0.01% 665

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Venture Visionary Partners's BEN Position: Q3 2022 in Review

Venture Visionary Partners sold out of Franklin Resources (BEN) in Q3 2022, closing a stake of 3,500 shares — an estimated $81.6K sold.

Venture Visionary Partners first reported a position in BEN in Q2 2022 and held it in 1 quarter. The position peaked at $81.6K in Q2 2022. 528 funds tracked by Wall St. Rank hold BEN as of Q3 2022.

  • Venture Visionary Partners reported no remaining Franklin Resources position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 3,500 Franklin Resources shares in Q3 2022, an estimated $81.6K.
  • Venture Visionary Partners first reported a position in Franklin Resources in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Franklin Resources position peaked at $81.6K in Q2 2022.
  • 528 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.