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Wade Financial Advisory’s Franklin Resources BEN Stock Holding History

Wade Financial Advisory’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
Q3 		– Sell
-27,831
Closed -$622K – 82
2024
Q2 		$622K Buy
+27,831
New +$670K 0.22% 48

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wade Financial Advisory's BEN Position: Q3 2024 in Review

Wade Financial Advisory sold out of Franklin Resources (BEN) in Q3 2024, closing a stake of 27,831 shares — an estimated $622K sold.

Wade Financial Advisory first reported a position in BEN in Q2 2024 and held it in 1 quarter. The position peaked at $622K in Q2 2024. 555 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Wade Financial Advisory reported no remaining Franklin Resources position as of Q3 2024 after selling out during the quarter.
  • Wade Financial Advisory sold 27,831 Franklin Resources shares in Q3 2024, an estimated $622K.
  • Wade Financial Advisory first reported a position in Franklin Resources in Q2 2024 and held it in 1 quarter.
  • Wade Financial Advisory's Franklin Resources position peaked at $622K in Q2 2024.
  • 555 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on Wade Financial Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.