Finer Wealth Management’s Franklin Resources BEN Stock Holding History

Finer Wealth 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	-10,106	Closed	-$284K	–	74
2024 Q1	$284K	Hold	10,106	–	–	0.19%	71
2023 Q4	$301K	Hold	10,106	–	–	0.22%	66
2023 Q3	$248K	Hold	10,106	–	–	0.2%	70
2023 Q2	$270K	Hold	10,106	–	–	0.21%	72
2023 Q1	$272K	Buy	+10,106	New	+$295K	0.23%	70

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

Finer Wealth Management's BEN Position: Q2 2024 in Review

Finer Wealth Management sold out of Franklin Resources (BEN) in Q2 2024, closing a stake of 10,106 shares — an estimated $284K sold.

Finer Wealth Management first reported a position in BEN in Q1 2023 and held it in 5 quarters. The position peaked at $301K in Q4 2023. 579 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

Finer Wealth Management reported no remaining Franklin Resources position as of Q2 2024 after selling out during the quarter.
Finer Wealth Management sold 10,106 Franklin Resources shares in Q2 2024, an estimated $284K.
Finer Wealth Management first reported a position in Franklin Resources in Q1 2023 and held it in 5 quarters.
Finer Wealth Management's Franklin Resources position peaked at $301K in Q4 2023.
579 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2024.

Based on Finer Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.