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Cetera Advisor Networks’s Franklin Templeton BEN Stock Holding History

Cetera Advisor Networks’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
Q1 		$708K Sell
25,197
-7,807
-24% -$215K ﹤0.01% 1685
2023
Q4 		$983K Buy
33,004
+2,354
+8% +$58.6K 0.01% 1389
2023
Q3 		$753K Buy
30,650
+2,140
+8% +$57.9K ﹤0.01% 1467
2023
Q2 		$761K Buy
28,510
+589
+2% +$15.2K 0.01% 1426
2023
Q1 		$752K Buy
27,921
+1,326
+5% +$38.7K 0.01% 1415
2022
Q4 		$702K Buy
26,595
+3,536
+15% +$87.8K 0.01% 1402
2022
Q3 		$496K Buy
23,059
+1,901
+9% +$48.9K 0.01% 1295
2022
Q2 		$493K Sell
21,158
-14,815
-41% -$379K 0.01% 1286
2022
Q1 		$1M Buy
35,973
+3,675
+11% +$112K 0.01% 906
2021
Q4 		$1.08M Buy
32,298
+10,950
+51% +$360K 0.01% 865
2021
Q3 		$634K Buy
21,348
+345
+2% +$10.8K 0.01% 1080
2021
Q2 		$672K Buy
21,003
+13,107
+166% +$425K 0.01% 1017
2021
Q1 		$234K Buy
+7,896
New +$216K 0.01% 1290
2020
Q3 		– Sell
-6,206
Closed -$130K – 1390
2020
Q2 		$130K Buy
+6,206
New +$117K ﹤0.01% 1353
2019
Q3 		– Sell
-7,172
Closed -$250K – 1201
2019
Q2 		$250K Buy
7,172
+3
+0% +$102 0.01% 981
2019
Q1 		$239K Sell
7,169
-546
-7% -$17.2K 0.01% 978
2018
Q4 		$230K Sell
7,715
-1,563
-17% -$48.1K 0.01% 875
2018
Q3 		$281K Sell
9,278
-947
-9% -$30.5K 0.01% 899
2018
Q2 		$327K Buy
10,225
+188
+2% +$6.3K 0.02% 608
2018
Q1 		$348K Buy
10,037
+2,827
+39% +$115K 0.02% 615
2017
Q4 		$313K Sell
7,210
-1,475
-17% -$63.9K 0.01% 717
2017
Q3 		$386K Sell
8,685
-250
-3% -$11K 0.02% 608
2017
Q2 		$400K Buy
8,935
+232
+3% +$9.91K 0.02% 595
2017
Q1 		$367K Hold
8,703
– – 0.02% 619
2016
Q4 		$345K Sell
8,703
-4,867
-36% -$182K 0.02% 605
2016
Q3 		$483K Buy
13,570
+5,716
+73% +$202K 0.02% 595
2016
Q2 		$262K Sell
7,854
-185
-2% -$6.72K 0.02% 671
2016
Q1 		$315K Hold
8,039
– – 0.02% 596
2015
Q4 		$295K Sell
8,039
-225
-3% -$8.8K 0.02% 608
2015
Q3 		$307K Sell
8,264
-814
-9% -$35.2K 0.02% 567
2015
Q2 		$464K Hold
9,078
– – 0.03% 473
2015
Q1 		$464K Buy
9,078
+88
+1% +$4.67K 0.03% 475
2014
Q4 		$501K Sell
8,990
-56
-0.6% -$3.09K 0.04% 443
2014
Q3 		$493K Buy
9,046
+2,241
+33% +$125K 0.03% 451
2014
Q2 		$392K Buy
6,805
+931
+16% +$50.9K 0.03% 534
2014
Q1 		$318K Buy
5,874
+281
+5% +$15.1K 0.02% 567
2013
Q4 		$322K Buy
5,593
+1,375
+33% +$74.1K 0.02% 537
2013
Q3 		$212K Buy
+4,218
New +$204K 0.02% 608

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cetera Advisor Networks's BEN Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Franklin Templeton (BEN) stake by 24% in Q1 2024, selling an estimated $215K and leaving 25,197 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Cetera Advisor Networks first reported a position in BEN in Q3 2013 and has held it in 38 quarters since. The position peaked at $1.08M in Q4 2021. 596 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • Cetera Advisor Networks held 25,197 shares of Franklin Templeton worth $708K as of Q1 2024.
  • Cetera Advisor Networks sold 7,807 Franklin Templeton shares in Q1 2024, an estimated $215K.
  • Franklin Templeton made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1685 holding.
  • Cetera Advisor Networks first reported a position in Franklin Templeton in Q3 2013 and has held it in 38 quarters since.
  • Cetera Advisor Networks's Franklin Templeton position peaked at $1.08M in Q4 2021.
  • 596 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.