Claris Advisors’s Franklin Resources 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 $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Claris Advisors's BEN Position: Q4 2024 in Review

Claris Advisors sold out of Franklin Resources (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. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

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

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