Castleview Partners’s Franklin Templeton BEN Stock Holding History

Castleview Partners’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
2021 Q2	$321K	Buy	+10,037	New	+$325K	0.14%	148

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Castleview Partners's BEN Position: Q2 2021 in Review

Castleview Partners opened a new position in Franklin Templeton (BEN) in Q2 2021: 10,037 shares worth $321K. The stake represents 0.14% of the portfolio and ranks #148 among its holdings.

575 funds tracked by Wall St. Rank hold BEN as of Q2 2021.

Castleview Partners held 10,037 shares of Franklin Templeton worth $321K as of Q2 2021.
Franklin Templeton was a new Castleview Partners position in Q2 2021.
Franklin Templeton made up 0.14% of Castleview Partners's portfolio in Q2 2021, its #148 holding.
575 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.