Financial Gravity Asset Management’s Franklin Resources BEN Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-18	Closed	-$506	–	1541
2024 Q1	$506	Buy	+18	New	+$496	﹤0.01%	1368
2023 Q3	–	Sell	-27	Closed	-$1.06K	–	1290
2023 Q2	$1.06K	Buy	+27	New	+$698	﹤0.01%	797
2023 Q1	–	Sell	-26	Closed	-$946	–	1180
2022 Q4	$946	Buy	+26	New	+$646	﹤0.01%	678
2021 Q4	–	Sell	-1	Closed	-$30K	–	962
2021 Q3	$30K	Buy	+1	New	+$31	0.01%	704
2020 Q2	–	Sell	-18	Closed	-$294	–	98
2020 Q1	$294	Sell	18 -4	-18%	-$92	﹤0.01%	650
2019 Q4	$26K	Sell	22 -67	-75%	-$1.82K	0.02%	922
2019 Q3	$3K	Buy	89 +84	+1,680%	+$2.57K	﹤0.01%	780
2019 Q2	$0	Buy	+5	New	+$170	﹤0.01%	1248

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Asset Management's BEN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Franklin Resources (BEN) in Q2 2024, closing a stake of 18 shares — an estimated $506 sold.

Financial Gravity Asset Management first reported a position in BEN in Q2 2019 and held it in 8 quarters. The position peaked at $30K in Q3 2021. 578 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

Financial Gravity Asset Management reported no remaining Franklin Resources position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 18 Franklin Resources shares in Q2 2024, an estimated $506.
Financial Gravity Asset Management first reported a position in Franklin Resources in Q2 2019 and held it in 8 quarters.
Financial Gravity Asset Management's Franklin Resources position peaked at $30K in Q3 2021.
578 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.