Steel Peak Wealth Management LLC Franklin Resources Inc Transaction History

Steel Peak Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	SELL	$26.19 - $33.82 $24,592 - $31,756	-939 Reduced 11.26%	7,401 $199,000
Q4 2022 Jan 25, 2023	BUY	$20.74 - $27.68 $172,971 - $230,851	8,340 New	8,340 $0
Q4 2021 Jan 31, 2022	SELL	$28.89 - $37.68 $243,716 - $317,868	-8,436 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$28.58 - $33.42 $2,886 - $3,375	-101 Reduced 1.18%	8,436 $251,000
Q2 2021 Aug 13, 2021	SELL	$28.67 - $35.74 $356,167 - $443,998	-12,423 Reduced 59.27%	8,537 $273,000
Q1 2021 May 18, 2021	BUY	$24.28 - $30.26 $299,566 - $373,347	12,338 Added 143.1%	20,960 $620,000
Q4 2020 Feb 04, 2021	SELL	$18.64 - $25.16 $118,830 - $160,395	-6,375 Reduced 42.51%	8,622 $215,000
Q3 2020 Oct 26, 2020	BUY	$19.27 - $22.67 $288,992 - $339,981	14,997 New	14,997 $305,000

614

262M

2.32M

2.35M

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $10.2B
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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