EdgeRock Capital’s Franklin Templeton BEN Stock Holding History

EdgeRock Capital’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	-820	Closed	-$18K	–	95
2022 Q3	$18K	Buy	+820	New	+$21.1K	0.01%	164

Other funds holding BEN

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EdgeRock Capital's BEN Position: Q4 2022 in Review

EdgeRock Capital sold out of Franklin Templeton (BEN) in Q4 2022, closing a stake of 820 shares — an estimated $18K sold.

EdgeRock Capital first reported a position in BEN in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 553 funds tracked by Wall St. Rank hold BEN as of Q4 2022.

EdgeRock Capital reported no remaining Franklin Templeton position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 820 Franklin Templeton shares in Q4 2022, an estimated $18K.
EdgeRock Capital first reported a position in Franklin Templeton in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Franklin Templeton position peaked at $18K in Q3 2022.
553 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.