Wipfli Financial Advisors’s Franklin Resources BEN Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$41K	Buy	+1,896	New	+$48.7K	﹤0.01%	1190

Other funds holding BEN

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's BEN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Franklin Resources (BEN) in Q3 2022: 1,896 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings.

528 funds tracked by Wall St. Rank hold BEN as of Q3 2022.

Wipfli Financial Advisors held 1,896 shares of Franklin Resources worth $41K as of Q3 2022.
Franklin Resources was a new Wipfli Financial Advisors position in Q3 2022.
Franklin Resources made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1190 holding.
528 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.