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FORA Capital’s Franklin Templeton BEN Stock Holding History

FORA Capital’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
-92,162
Closed -$1.86M – 401
2024
Q3 		$1.86M Buy
+92,162
New +$1.99M 0.22% 136
2023
Q2 		– Sell
-71,333
Closed -$1.92M – 363
2023
Q1 		$1.92M Buy
+71,333
New +$2.08M 0.19% 151
2021
Q3 		– Sell
-3,180
Closed -$102K – 409
2021
Q2 		$102K Buy
+3,180
New +$103K 0.02% 584

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 $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FORA Capital's BEN Position: Q4 2024 in Review

FORA Capital sold out of Franklin Templeton (BEN) in Q4 2024, closing a stake of 92,162 shares — an estimated $1.86M sold.

FORA Capital first reported a position in BEN in Q2 2021 and held it in 3 quarters. The position peaked at $1.92M in Q1 2023. 566 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • FORA Capital reported no remaining Franklin Templeton position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 92,162 Franklin Templeton shares in Q4 2024, an estimated $1.86M.
  • FORA Capital first reported a position in Franklin Templeton in Q2 2021 and held it in 3 quarters.
  • FORA Capital's Franklin Templeton position peaked at $1.92M in Q1 2023.
  • 566 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.