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Weaver Consulting Group’s Franklin Resources BEN Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-45
Closed -$1K – 209
2020
Q3 		$1K Hold
45
– – ﹤0.01% 874
2020
Q2 		$1K Hold
45
– – ﹤0.01% 848
2020
Q1 		$1K Hold
45
– – ﹤0.01% 750
2019
Q4 		$1K Hold
45
– – ﹤0.01% 784
2019
Q3 		$2K Hold
45
– – ﹤0.01% 709
2019
Q2 		$2K Hold
45
– – ﹤0.01% 700
2019
Q1 		$2K Buy
+45
New +$1.42K ﹤0.01% 1310

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Capital Research Global Investors
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CCP
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Weaver Consulting Group's BEN Position: Q4 2020 in Review

Weaver Consulting Group sold out of Franklin Resources (BEN) in Q4 2020, closing a stake of 45 shares — an estimated $1K sold.

Weaver Consulting Group first reported a position in BEN in Q1 2019 and held it in 7 quarters. The position peaked at $2K in Q3 2019. 517 funds tracked by Wall St. Rank hold BEN as of Q4 2020.

  • Weaver Consulting Group reported no remaining Franklin Resources position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 45 Franklin Resources shares in Q4 2020, an estimated $1K.
  • Weaver Consulting Group first reported a position in Franklin Resources in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Franklin Resources position peaked at $2K in Q3 2019.
  • 517 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.