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Catalyst Capital Advisors’s Franklin Resources BEN Stock Holding History

Catalyst Capital 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
-4,994
Closed -$101K – 528
2024
Q3 		$101K Buy
+4,994
New +$108K ﹤0.01% 275

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Catalyst Capital Advisors sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 4,994 shares — an estimated $101K sold.

Catalyst Capital Advisors first reported a position in BEN in Q3 2024 and held it in 1 quarter. The position peaked at $101K in Q3 2024. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • Catalyst Capital Advisors reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • Catalyst Capital Advisors sold 4,994 Franklin Resources shares in Q4 2024, an estimated $101K.
  • Catalyst Capital Advisors first reported a position in Franklin Resources in Q3 2024 and held it in 1 quarter.
  • Catalyst Capital Advisors's Franklin Resources position peaked at $101K in Q3 2024.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

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