FIM
BEN icon

Freedom Investment Management’s Franklin Resources BEN Stock Holding History

Freedom Investment 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
Q1 		– Sell
-7,572
Closed -$226K – 793
2023
Q4 		$226K Sell
7,572
-983
-11% -$24.5K 0.02% 678
2023
Q3 		$210K Buy
8,555
+371
+5% +$10K 0.03% 613
2023
Q2 		$219K Sell
8,184
-3,022
-27% -$78.1K 0.02% 636
2023
Q1 		$302K Sell
11,206
-1,827
-14% -$53.4K 0.03% 550
2022
Q4 		$344K Sell
13,033
-1,286
-9% -$31.9K 0.04% 541
2022
Q3 		$308K Sell
14,319
-1,297
-8% -$33.3K 0.04% 562
2022
Q2 		$364K Sell
15,616
-839
-5% -$21.5K 0.04% 545
2022
Q1 		$459K Sell
16,455
-2,352
-13% -$71.8K 0.04% 491
2021
Q4 		$630K Sell
18,807
-4,136
-18% -$136K 0.05% 465
2021
Q3 		$682K Sell
22,943
-925
-4% -$28.9K 0.05% 418
2021
Q2 		$764K Buy
23,868
+390
+2% +$12.6K 0.06% 409
2021
Q1 		$695K Buy
+23,478
New +$641K 0.05% 411

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedom Investment Management's BEN Position: Q1 2024 in Review

Freedom Investment Management sold out of Franklin Resources (BEN) in Q1 2024, closing a stake of 7,572 shares — an estimated $226K sold.

Freedom Investment Management first reported a position in BEN in Q1 2021 and held it in 12 quarters. The position peaked at $764K in Q2 2021. 595 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • Freedom Investment Management reported no remaining Franklin Resources position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 7,572 Franklin Resources shares in Q1 2024, an estimated $226K.
  • Freedom Investment Management first reported a position in Franklin Resources in Q1 2021 and held it in 12 quarters.
  • Freedom Investment Management's Franklin Resources position peaked at $764K in Q2 2021.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.