CCA
BEN icon

Column Capital Advisors’s Franklin Resources BEN Stock Holding History

Column 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
2022
Q4 		– Sell
-200
Closed -$4K – 841
2022
Q3 		$4K Hold
200
– – ﹤0.01% 563
2022
Q2 		$5K Hold
200
– – ﹤0.01% 551
2022
Q1 		$6K Hold
200
– – ﹤0.01% 546
2021
Q4 		$7K Hold
200
– – ﹤0.01% 538
2021
Q3 		$6K Buy
+200
New +$6.24K ﹤0.01% 519
2020
Q3 		– Sell
-24
Closed – – 702
2020
Q2 		$0 Hold
24
– – ﹤0.01% 835
2020
Q1 		$0 Hold
24
– – ﹤0.01% 726
2019
Q4 		$0 Buy
+24
New +$652 ﹤0.01% 735

Other funds holding BEN

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Column Capital Advisors's BEN Position: Q4 2022 in Review

Column Capital Advisors sold out of Franklin Resources (BEN) in Q4 2022, closing a stake of 200 shares — an estimated $4K sold.

Column Capital Advisors first reported a position in BEN in Q4 2019 and held it in 8 quarters. The position peaked at $7K in Q4 2021. 553 funds tracked by Wall St. Rank hold BEN as of Q4 2022.

  • Column Capital Advisors reported no remaining Franklin Resources position as of Q4 2022 after selling out during the quarter.
  • Column Capital Advisors sold 200 Franklin Resources shares in Q4 2022, an estimated $4K.
  • Column Capital Advisors first reported a position in Franklin Resources in Q4 2019 and held it in 8 quarters.
  • Column Capital Advisors's Franklin Resources position peaked at $7K in Q4 2021.
  • 553 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2022.

Based on Column Capital Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.