Claris Advisors’s Franklin Templeton BEN Stock Holding History

Claris 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	-24	Closed	-$484	–	189
2024 Q3	$484	Buy	+24	New	+$517	﹤0.01%	664

Other funds holding BEN

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Claris Advisors's BEN Position: Q4 2024 in Review

Claris Advisors sold out of Franklin Templeton (BEN) in Q4 2024, closing a stake of 24 shares — an estimated $484 sold.

Claris Advisors first reported a position in BEN in Q3 2024 and held it in 1 quarter. The position peaked at $484 in Q3 2024. 566 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

Claris Advisors reported no remaining Franklin Templeton position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 24 Franklin Templeton shares in Q4 2024, an estimated $484.
Claris Advisors first reported a position in Franklin Templeton in Q3 2024 and held it in 1 quarter.
Claris Advisors's Franklin Templeton position peaked at $484 in Q3 2024.
566 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.