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FNY Investment Advisers’s Franklin Resources BEN Stock Holding History

FNY Investment Advisers’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
Q4 		– Sell
-1,250
Closed -$25K – 674
2024
Q3 		$25K Buy
+1,250
New +$26.9K 0.01% 364
2018
Q3 		– Sell
-160
Closed -$5K – 914
2018
Q2 		$5K Buy
+160
New +$5.36K ﹤0.01% 591

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FNY Investment Advisers's BEN Position: Q4 2024 in Review

FNY Investment Advisers sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 1,250 shares — an estimated $25K sold.

FNY Investment Advisers first reported a position in BEN in Q2 2018 and held it in 2 quarters. The position peaked at $25K in Q3 2024. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • FNY Investment Advisers reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • FNY Investment Advisers sold 1,250 Franklin Resources shares in Q4 2024, an estimated $25K.
  • FNY Investment Advisers first reported a position in Franklin Resources in Q2 2018 and held it in 2 quarters.
  • FNY Investment Advisers's Franklin Resources position peaked at $25K in Q3 2024.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on FNY Investment Advisers's 13F filing for Q4 2024, filed 13 Jan 2025.