Polaris Wealth Advisory Group, LLC Franklin Resources Inc Transaction History

Polaris Wealth Advisory Group, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 19, 2022	SELL	$26.83 - $35.96 $166,453 - $223,095	-6,204 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$28.89 - $37.68 $179,233 - $233,766	6,204 New	6,204 $208,000
Q3 2021 Oct 18, 2021	SELL	$28.58 - $33.42 $177,310 - $207,337	-6,204 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$28.67 - $35.74 $177,868 - $221,730	6,204 New	6,204 $200,000
Q3 2019 Oct 09, 2019	SELL	$25.93 - $35.51 $160,869 - $220,304	-6,204 Closed	0 $0

Q1 2019 Apr 09, 2019	BUY	$29.09 - $33.7 $180,474 - $209,074	6,204 New	6,204 $210,000
Q4 2018 Jan 17, 2019	SELL	$27.76 - $34.27 $172,223 - $212,611	-6,204 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$40.45 - $45.07 $250,951 - $279,614	6,204	6,204 $269,000

623

258M

560K

316K

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $11.2B
Description
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fi...

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