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Cassady Schiller Wealth Management’s Franklin Templeton BEN Stock Holding History

Cassady Schiller Wealth 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
2023
Q1 		– Sell
-105
Closed -$2.77K – 466
2022
Q4 		$2.77K Buy
+105
New +$2.61K ﹤0.01% 401
2022
Q1 		– Sell
-5
Closed – – 160
2021
Q4 		$0 Buy
+5
New +$165 ﹤0.01% 551

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 $3.38T AUM 44.17% 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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cassady Schiller Wealth Management's BEN Position: Q1 2023 in Review

Cassady Schiller Wealth Management sold out of Franklin Templeton (BEN) in Q1 2023, closing a stake of 105 shares — an estimated $2.77K sold.

Cassady Schiller Wealth Management first reported a position in BEN in Q4 2021 and held it in 2 quarters. The position peaked at $2.77K in Q4 2022. 558 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

  • Cassady Schiller Wealth Management reported no remaining Franklin Templeton position as of Q1 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 105 Franklin Templeton shares in Q1 2023, an estimated $2.77K.
  • Cassady Schiller Wealth Management first reported a position in Franklin Templeton in Q4 2021 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's Franklin Templeton position peaked at $2.77K in Q4 2022.
  • 558 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.