Atom Investors’s Franklin Templeton BEN Stock Holding History

Atom Investors’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
2023 Q4	–	Sell	-8,361	Closed	-$206K	–	455
2023 Q3	$206K	Buy	+8,361	New	+$226K	0.05%	375

Other funds holding BEN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Atom Investors's BEN Position: Q4 2023 in Review

Atom Investors sold out of Franklin Templeton (BEN) in Q4 2023, closing a stake of 8,361 shares — an estimated $206K sold.

Atom Investors first reported a position in BEN in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 565 funds tracked by Wall St. Rank hold BEN as of Q4 2023.

Atom Investors reported no remaining Franklin Templeton position as of Q4 2023 after selling out during the quarter.
Atom Investors sold 8,361 Franklin Templeton shares in Q4 2023, an estimated $206K.
Atom Investors first reported a position in Franklin Templeton in Q3 2023 and held it in 1 quarter.
Atom Investors's Franklin Templeton position peaked at $206K in Q3 2023.
565 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2023.

Based on Atom Investors's 13F filing for Q4 2023, filed 14 Feb 2024.