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Financial Advocates Investment Management’s Franklin Resources BEN Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-16,050
Closed -$359K – 773
2024
Q2 		$359K Sell
16,050
-697
-4% -$16.8K 0.02% 533
2024
Q1 		$471K Sell
16,747
-96
-0.6% -$2.64K 0.03% 464
2023
Q4 		$502K Buy
16,843
+646
+4% +$16.1K 0.03% 427
2023
Q3 		$398K Buy
16,197
+5,374
+50% +$145K 0.03% 465
2023
Q2 		$289K Buy
+10,823
New +$280K 0.02% 532

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 $745M AUM 22.7% 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 $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's BEN Position: Q3 2024 in Review

Financial Advocates Investment Management sold out of Franklin Resources (BEN) in Q3 2024, closing a stake of 16,050 shares — an estimated $359K sold.

Financial Advocates Investment Management first reported a position in BEN in Q2 2023 and held it in 5 quarters. The position peaked at $502K in Q4 2023. 557 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Financial Advocates Investment Management reported no remaining Franklin Resources position as of Q3 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 16,050 Franklin Resources shares in Q3 2024, an estimated $359K.
  • Financial Advocates Investment Management first reported a position in Franklin Resources in Q2 2023 and held it in 5 quarters.
  • Financial Advocates Investment Management's Franklin Resources position peaked at $502K in Q4 2023.
  • 557 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on Financial Advocates Investment Management's 13F filing for Q3 2024, filed 25 Oct 2024.