FourThought Financial’s Franklin Resources BEN Stock Holding History

FourThought Financial’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
2022 Q3	$13K	Hold	600	–	–	﹤0.01%	961
2022 Q2	$14K	Hold	600	–	–	﹤0.01%	936
2022 Q1	$17K	Hold	600	–	–	﹤0.01%	931
2021 Q4	$20K	Hold	600	–	–	﹤0.01%	925
2021 Q3	$17K	Hold	600	–	–	﹤0.01%	982
2021 Q2	$19K	Hold	600	–	–	﹤0.01%	952
2021 Q1	$17K	Hold	600	–	–	﹤0.01%	933
2020 Q4	$14K	Buy	+600	New	+$13.4K	﹤0.01%	948

Other funds holding BEN

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

FourThought Financial's BEN Position: Q3 2022 in Review

FourThought Financial held its Franklin Resources (BEN) position steady in Q3 2022 at 600 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

FourThought Financial first reported a position in BEN in Q4 2020 and has held it in 8 quarters since. The position peaked at $20K in Q4 2021. 529 funds tracked by Wall St. Rank hold BEN as of Q3 2022.

FourThought Financial held 600 shares of Franklin Resources worth $13K as of Q3 2022.
FourThought Financial left its Franklin Resources share count unchanged in Q3 2022.
Franklin Resources made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #961 holding.
FourThought Financial first reported a position in Franklin Resources in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Franklin Resources position peaked at $20K in Q4 2021.
529 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.