West Paces Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-109
| Closed | -$2.21K | – | 564 |
|
|
2024
Q4 | $2.21K | Buy |
+109
| New | +$2.21K | ﹤0.01% | 433 |
|
|
2024
Q1 | – | Sell |
-231
| Closed | -$6.88K | – | 594 |
|
|
2023
Q4 | $6.88K | Hold |
231
| – | – | ﹤0.01% | 393 |
|
|
2023
Q3 | $5.68K | Hold |
231
| – | – | ﹤0.01% | 387 |
|
|
2023
Q2 | $6.17K | Hold |
231
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $6.22K | Buy |
+231
| New | +$6.22K | ﹤0.01% | 407 |
|
|
2020
Q1 | – | Sell |
-103
| Closed | -$2.68K | – | 452 |
|
|
2019
Q4 | $2.68K | Hold |
103
| – | – | ﹤0.01% | 442 |
|
|
2019
Q3 | $2.97K | Sell |
103
-38
| -27% | -$1.1K | ﹤0.01% | 418 |
|
|
2019
Q2 | $4.91K | Hold |
141
| – | – | ﹤0.01% | 380 |
|
|
2019
Q1 | $4.67K | Hold |
141
| – | – | ﹤0.01% | 384 |
|
|
2018
Q4 | $4.18K | Hold |
141
| – | – | ﹤0.01% | 392 |
|
|
2018
Q3 | $4.29K | Hold |
141
| – | – | ﹤0.01% | 398 |
|
|
2018
Q2 | $4.52K | Hold |
141
| – | – | ﹤0.01% | 395 |
|
|
2018
Q1 | $4.89K | Sell |
141
-602
| -81% | -$20.9K | ﹤0.01% | 370 |
|
|
2017
Q4 | $32.2K | Sell |
743
-45
| -6% | -$1.95K | 0.02% | 221 |
|
|
2017
Q3 | $35.1K | Sell |
788
-72
| -8% | -$3.21K | 0.03% | 205 |
|
|
2017
Q2 | $38.5K | Hold |
860
| – | – | 0.03% | 191 |
|
|
2017
Q1 | $36.2K | Sell |
860
-40
| -4% | -$1.69K | 0.03% | 194 |
|
|
2016
Q4 | $35.6K | Buy |
+900
| New | +$35.6K | 0.03% | 205 |
|