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Byrne Asset Management’s Franklin Templeton BEN Stock Holding History

Byrne Asset Management’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
-200
Closed -$4.03K – 540
2024
Q3 		$4.03K Buy
+200
New +$4.31K ﹤0.01% 471

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Byrne Asset Management's BEN Position: Q4 2024 in Review

Byrne Asset Management sold out of Franklin Templeton (BEN) in Q4 2024, closing a stake of 200 shares — an estimated $4.03K sold.

Byrne Asset Management first reported a position in BEN in Q3 2024 and held it in 1 quarter. The position peaked at $4.03K in Q3 2024. 566 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • Byrne Asset Management reported no remaining Franklin Templeton position as of Q4 2024 after selling out during the quarter.
  • Byrne Asset Management sold 200 Franklin Templeton shares in Q4 2024, an estimated $4.03K.
  • Byrne Asset Management first reported a position in Franklin Templeton in Q3 2024 and held it in 1 quarter.
  • Byrne Asset Management's Franklin Templeton position peaked at $4.03K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2024.

Based on Byrne Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.