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Capital Performance Advisors’s Franklin Templeton BEN Stock Holding History

Capital Performance 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
-257
Closed -$5.18K – 461
2024
Q3 		$5.18K Buy
+257
New +$5.54K ﹤0.01% 1102

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Capital Performance Advisors's BEN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Franklin Templeton (BEN) in Q4 2024, closing a stake of 257 shares — an estimated $5.18K sold.

Capital Performance Advisors first reported a position in BEN in Q3 2024 and held it in 1 quarter. The position peaked at $5.18K in Q3 2024. 566 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Franklin Templeton position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 257 Franklin Templeton shares in Q4 2024, an estimated $5.18K.
  • Capital Performance Advisors first reported a position in Franklin Templeton in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Franklin Templeton position peaked at $5.18K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.