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Westend Capital Management’s Franklin Resources BEN Stock Holding History

Westend Capital Management’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
2024
Q2 		– Sell
-33
Closed -$928 – 241
2024
Q1 		$928 Buy
+33
New +$909 ﹤0.01% 276

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Morgan Stanley
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Westend Capital Management's BEN Position: Q2 2024 in Review

Westend Capital Management sold out of Franklin Resources (BEN) in Q2 2024, closing a stake of 33 shares — an estimated $928 sold.

Westend Capital Management first reported a position in BEN in Q1 2024 and held it in 1 quarter. The position peaked at $928 in Q1 2024. 578 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

  • Westend Capital Management reported no remaining Franklin Resources position as of Q2 2024 after selling out during the quarter.
  • Westend Capital Management sold 33 Franklin Resources shares in Q2 2024, an estimated $928.
  • Westend Capital Management first reported a position in Franklin Resources in Q1 2024 and held it in 1 quarter.
  • Westend Capital Management's Franklin Resources position peaked at $928 in Q1 2024.
  • 578 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2024.

Based on Westend Capital Management's 13F filing for Q2 2024, filed 8 Jul 2024.