Wealthfront Advisers’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-139,177
| Closed | -$2.82M | – | 935 |
|
|
2024
Q4 | $2.82M | Sell |
139,177
-32,342
| -19% | -$656K | 0.01% | 449 |
|
|
2024
Q3 | $3.46M | Buy |
171,519
+42,586
| +33% | +$858K | 0.01% | 388 |
|
|
2024
Q2 | $2.88M | Sell |
128,933
-44,323
| -26% | -$991K | 0.01% | 394 |
|
|
2024
Q1 | $4.87M | Sell |
173,256
-13,145
| -7% | -$370K | 0.02% | 273 |
|
|
2023
Q4 | $5.55M | Buy |
186,401
+13,395
| +8% | +$399K | 0.02% | 220 |
|
|
2023
Q3 | $4.25M | Buy |
173,006
+53,838
| +45% | +$1.32M | 0.02% | 244 |
|
|
2023
Q2 | $3.18M | Buy |
119,168
+22,482
| +23% | +$600K | 0.01% | 310 |
|
|
2023
Q1 | $2.6M | Buy |
96,686
+8,096
| +9% | +$218K | 0.01% | 355 |
|
|
2022
Q4 | $2.34M | Buy |
88,590
+8,094
| +10% | +$214K | 0.01% | 370 |
|
|
2022
Q3 | $1.73M | Buy |
80,496
+4,192
| +5% | +$90.2K | 0.01% | 394 |
|
|
2022
Q2 | $1.78M | Buy |
76,304
+11,664
| +18% | +$272K | 0.01% | 403 |
|
|
2022
Q1 | $1.81M | Buy |
64,640
+29,763
| +85% | +$831K | 0.01% | 421 |
|
|
2021
Q4 | $1.17M | Sell |
34,877
-932
| -3% | -$31.2K | ﹤0.01% | 481 |
|
|
2021
Q3 | $1.07M | Sell |
35,809
-5,948
| -14% | -$177K | ﹤0.01% | 461 |
|
|
2021
Q2 | $1.34M | Buy |
41,757
+1,787
| +4% | +$57.2K | 0.01% | 386 |
|
|
2021
Q1 | $1.18M | Buy |
39,970
+6,980
| +21% | +$207K | 0.01% | 356 |
|
|
2020
Q4 | $824K | Buy |
32,990
+3,308
| +11% | +$82.6K | 0.01% | 383 |
|
|
2020
Q3 | $604K | Buy |
+29,682
| New | +$604K | ﹤0.01% | 394 |
|
|
2019
Q4 | – | Sell |
-31,717
| Closed | -$915K | – | 494 |
|
|
2019
Q3 | $915K | Sell |
31,717
-21,729
| -41% | -$627K | 0.01% | 307 |
|
|
2019
Q2 | $1.86M | Sell |
53,446
-2,482
| -4% | -$86.4K | 0.02% | 169 |
|
|
2019
Q1 | $1.85M | Buy |
55,928
+2,757
| +5% | +$91.3K | 0.02% | 160 |
|
|
2018
Q4 | $1.58M | Buy |
+53,171
| New | +$1.58M | 0.02% | 162 |
|