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CGC Financial Services’s Franklin Templeton BEN Stock Holding History

CGC Financial Services’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 		– Sell
-575
Closed -$17.1K – 363
2023
Q4 		$17.1K Buy
+575
New +$14.3K 0.01% 181

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BlackRock
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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 $3.38T AUM 44.17% 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

CGC Financial Services's BEN Position: Q1 2024 in Review

CGC Financial Services sold out of Franklin Templeton (BEN) in Q1 2024, closing a stake of 575 shares — an estimated $17.1K sold.

CGC Financial Services first reported a position in BEN in Q4 2023 and held it in 1 quarter. The position peaked at $17.1K in Q4 2023. 596 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • CGC Financial Services reported no remaining Franklin Templeton position as of Q1 2024 after selling out during the quarter.
  • CGC Financial Services sold 575 Franklin Templeton shares in Q1 2024, an estimated $17.1K.
  • CGC Financial Services first reported a position in Franklin Templeton in Q4 2023 and held it in 1 quarter.
  • CGC Financial Services's Franklin Templeton position peaked at $17.1K in Q4 2023.
  • 596 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2024.

Based on CGC Financial Services's 13F filing for Q1 2024, filed 23 Apr 2024.