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Coppell Advisory Solutions’s Franklin Templeton BEN Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,355
Closed -$27.3K – 479
2024
Q4 		$27.3K Buy
1,355
+72
+6% +$1.52K ﹤0.01% 762
2024
Q3 		$26.7K Buy
1,283
+34
+3% +$733 ﹤0.01% 747
2024
Q2 		$27.9K Buy
+1,249
New +$30.1K ﹤0.01% 657
2023
Q4 		$2.06K Sell
69
-2,931
-98% -$72.9K ﹤0.01% 1287
2023
Q3 		$79.1K Buy
+3,000
New +$81.1K 0.03% 239
2023
Q1 		– Sell
-3,000
Closed -$79.1K – 274
2022
Q4 		$79.1K Buy
+3,000
New +$74.5K 0.03% 243

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $6.2B AUM 288.56% 1-Year Est. Return

Coppell Advisory Solutions's BEN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Franklin Templeton (BEN) in Q1 2025, closing a stake of 1,355 shares — an estimated $27.3K sold.

Coppell Advisory Solutions first reported a position in BEN in Q4 2022 and held it in 6 quarters. The position peaked at $79.1K in Q3 2023. 563 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Franklin Templeton position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,355 Franklin Templeton shares in Q1 2025, an estimated $27.3K.
  • Coppell Advisory Solutions first reported a position in Franklin Templeton in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Franklin Templeton position peaked at $79.1K in Q3 2023.
  • 563 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.