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WealthShield Partners’s Franklin Templeton 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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthShield Partners's BEN Position: Q3 2021 in Review

WealthShield Partners sold out of Franklin Templeton (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. 538 funds tracked by Wall St. Rank hold BEN as of Q3 2021.

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

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