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Atria Wealth Solutions’s Franklin Templeton BEN Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-8,879
Closed -$239K – 1874
2023
Q1 		$239K Sell
8,879
-113
-1% -$3.3K ﹤0.01% 1558
2022
Q4 		$237K Sell
8,992
-515
-5% -$12.8K ﹤0.01% 1501
2022
Q3 		$205K Buy
+9,507
New +$244K ﹤0.01% 1541

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's BEN Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Franklin Templeton (BEN) in Q2 2023, closing a stake of 8,879 shares — an estimated $239K sold.

Atria Wealth Solutions first reported a position in BEN in Q3 2022 and held it in 3 quarters. The position peaked at $239K in Q1 2023. 533 funds tracked by Wall St. Rank hold BEN as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Franklin Templeton position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,879 Franklin Templeton shares in Q2 2023, an estimated $239K.
  • Atria Wealth Solutions first reported a position in Franklin Templeton in Q3 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Franklin Templeton position peaked at $239K in Q1 2023.
  • 533 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.