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Baron Silver Stevens Financial Advisors’s Franklin Resources BEN Stock Holding History

Baron Silver Stevens Financial Advisors’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
2024
Q4 		– Sell
-10,500
Closed -$212K – 130
2024
Q3 		$212K Buy
+10,500
New +$226K 0.04% 114

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's BEN Position: Q4 2024 in Review

Baron Silver Stevens Financial Advisors sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 10,500 shares — an estimated $212K sold.

Baron Silver Stevens Financial Advisors first reported a position in BEN in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 565 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • Baron Silver Stevens Financial Advisors reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 10,500 Franklin Resources shares in Q4 2024, an estimated $212K.
  • Baron Silver Stevens Financial Advisors first reported a position in Franklin Resources in Q3 2024 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Franklin Resources position peaked at $212K in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.