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WealthShield Partners’s Franklin Resources BEN Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-8,416
Closed -$269K – 286
2021
Q2 		$269K Buy
8,416
+1,016
+14% +$32.9K 0.04% 218
2021
Q1 		$219K Buy
+7,400
New +$202K 0.04% 245

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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

WealthShield Partners's BEN Position: Q3 2021 in Review

WealthShield Partners sold out of Franklin Resources (BEN) in Q3 2021, closing a stake of 8,416 shares — an estimated $269K sold.

WealthShield Partners first reported a position in BEN in Q1 2021 and held it in 2 quarters. The position peaked at $269K in Q2 2021. 537 funds tracked by Wall St. Rank hold BEN as of Q3 2021.

  • WealthShield Partners reported no remaining Franklin Resources position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 8,416 Franklin Resources shares in Q3 2021, an estimated $269K.
  • WealthShield Partners first reported a position in Franklin Resources in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Franklin Resources position peaked at $269K in Q2 2021.
  • 537 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.