Atom Investors’s Franklin Resources 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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Atom Investors's BEN Position: Q4 2023 in Review

Atom Investors sold out of Franklin Resources (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. 563 funds tracked by Wall St. Rank hold BEN as of Q4 2023.

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

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