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Weaver Consulting Group’s Franklin Templeton 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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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Weaver Consulting Group sold out of Franklin Templeton (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. 518 funds tracked by Wall St. Rank hold BEN as of Q4 2020.

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

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