Wealthfront Advisers’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.82M | Sell |
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|
2024
Q3 | $3.46M | Buy |
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|
2024
Q2 | $2.88M | Sell |
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|
2024
Q1 | $4.87M | Sell |
|
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|
2023
Q4 | $5.55M | Buy |
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|
2023
Q3 | $4.25M | Buy |
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|
2023
Q2 | $3.18M | Buy |
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|
2023
Q1 | $2.6M | Buy |
|
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|
2022
Q4 | $2.34M | Buy |
|
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $824K | Buy |
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|
2020
Q3 | $604K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $915K | Sell |
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|
2019
Q2 | $1.86M | Sell |
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|
2019
Q1 | $1.85M | Buy |
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|
2018
Q4 | $1.58M | Buy |
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