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Byrne Asset Management’s Franklin Resources 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
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Byrne Asset Management sold out of Franklin Resources (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. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

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

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