Wealthcare Advisory Partners’s Franklin Resources BEN Stock Holding History

Wealthcare Advisory 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
2024 Q2	–	Sell	-10,779	Closed	-$303K	–	824
2024 Q1	$303K	Buy	10,779 +3,627	+51%	+$99.9K	0.01%	669
2023 Q4	$213K	Buy	+7,152	New	+$178K	0.01%	707
2021 Q2	–	Sell	-139	Closed	-$4K	–	675
2021 Q1	$4K	Buy	+139	New	+$3.8K	﹤0.01%	1685
2020 Q2	–	Sell	-3	Closed	–	–	409
2020 Q1	$0	Sell	3 -98	-97%	-$2.25K	﹤0.01%	1480
2019 Q4	$3K	Buy	101 +1	+1%	+$27	﹤0.01%	1183
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	1133
2019 Q2	$3K	Buy	100 +1	+1%	+$34	﹤0.01%	1125
2019 Q1	$3K	Sell	99 -59	-37%	-$1.86K	﹤0.01%	1026
2018 Q4	$5K	Buy	158 +1	+0.6%	+$31	﹤0.01%	919
2018 Q3	$5K	Hold	157	–	–	﹤0.01%	978
2018 Q2	$5K	Buy	157 +9	+6%	+$301	﹤0.01%	968
2018 Q1	$5K	Hold	148	–	–	﹤0.01%	820
2017 Q4	$6K	Buy	148 +85	+135%	+$3.68K	﹤0.01%	750
2017 Q3	$3K	Buy	+63	New	+$2.76K	﹤0.01%	711

Other funds holding BEN

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

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthcare Advisory Partners's BEN Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of Franklin Resources (BEN) in Q2 2024, closing a stake of 10,779 shares — an estimated $303K sold.

Wealthcare Advisory Partners first reported a position in BEN in Q3 2017 and held it in 14 quarters. The position peaked at $303K in Q1 2024. 578 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

Wealthcare Advisory Partners reported no remaining Franklin Resources position as of Q2 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 10,779 Franklin Resources shares in Q2 2024, an estimated $303K.
Wealthcare Advisory Partners first reported a position in Franklin Resources in Q3 2017 and held it in 14 quarters.
Wealthcare Advisory Partners's Franklin Resources position peaked at $303K in Q1 2024.
578 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.