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Financial Gravity Asset Management’s Franklin Templeton 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
2021
Q3 		$30K Buy
+1
New +$31 0.01% 704
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Gravity Asset Management's BEN Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Franklin Templeton (BEN) in Q3 2021: 1 share worth $30K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in BEN as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in BEN in Q2 2019 and has held it in 4 quarters since. 538 funds tracked by Wall St. Rank hold BEN as of Q3 2021.

  • Financial Gravity Asset Management held 1 share of Franklin Templeton worth $30K as of Q3 2021.
  • Franklin Templeton was a new Financial Gravity Asset Management position in Q3 2021.
  • Franklin Templeton made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #704 holding.
  • Financial Gravity Asset Management first reported a position in Franklin Templeton in Q2 2019 and has held it in 4 quarters since.
  • 538 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.