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GHP Investment Advisors’s Franklin Resources BEN Stock Holding History

GHP Investment Advisors’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
2025
Q1 		– Sell
-215
Closed -$4.36K – 966
2024
Q4 		$4.36K Hold
215
– – ﹤0.01% 815
2024
Q3 		$4.33K Hold
215
– – ﹤0.01% 816
2024
Q2 		$4.81K Hold
215
– – ﹤0.01% 779
2024
Q1 		$6.05K Hold
215
– – ﹤0.01% 700
2023
Q4 		$6.41K Sell
215
-1,088
-83% -$27.1K ﹤0.01% 690
2023
Q3 		$29.5K Hold
1,303
– – ﹤0.01% 553
2023
Q2 		$36.4K Hold
1,303
– – ﹤0.01% 521
2023
Q1 		$35.1K Hold
1,303
– – ﹤0.01% 530
2022
Q4 		$34.4K Hold
1,303
– – ﹤0.01% 533
2022
Q3 		$28K Hold
1,303
– – ﹤0.01% 539
2022
Q2 		$30K Hold
1,303
– – ﹤0.01% 530
2022
Q1 		$36K Buy
+1,303
New +$39.8K ﹤0.01% 544
2020
Q4 		– Sell
-19,718
Closed -$401K – 282
2020
Q3 		$401K Buy
19,718
+650
+3% +$13.7K 0.05% 231
2020
Q2 		$400K Sell
19,068
-8,685
-31% -$164K 0.05% 232
2020
Q1 		$463K Buy
27,753
+1,394
+5% +$32K 0.07% 223
2019
Q4 		$685K Buy
26,359
+1,824
+7% +$49.6K 0.07% 214
2019
Q3 		$708K Buy
24,535
+2,062
+9% +$63K 0.09% 208
2019
Q2 		$782K Buy
22,473
+740
+3% +$25.2K 0.1% 209
2019
Q1 		$720K Buy
21,733
+183
+0.8% +$5.78K 0.09% 203
2018
Q4 		$639K Sell
21,550
-19,449
-47% -$598K 0.1% 201
2018
Q3 		$1.25M Sell
40,999
-6,015
-13% -$194K 0.17% 159
2018
Q2 		$1.51M Sell
47,014
-2,661
-5% -$89.1K 0.21% 138
2018
Q1 		$1.72M Buy
49,675
+2,033
+4% +$82.7K 0.24% 127
2017
Q4 		$2.06M Buy
47,642
+761
+2% +$33K 0.29% 107
2017
Q3 		$2.09M Sell
46,881
-1,131
-2% -$49.6K 0.32% 99
2017
Q2 		$2.15M Buy
48,012
+4,957
+12% +$212K 0.34% 91
2017
Q1 		$1.81M Buy
43,055
+1,782
+4% +$73.9K 0.31% 100
2016
Q4 		$1.63M Buy
41,273
+5,623
+16% +$210K 0.31% 102
2016
Q3 		$1.27M Buy
35,650
+2,021
+6% +$71.5K 0.26% 118
2016
Q2 		$1.12M Buy
33,629
+6,442
+24% +$234K 0.24% 120
2016
Q1 		$1.06M Buy
27,187
+2,087
+8% +$73.9K 0.24% 115
2015
Q4 		$924K Sell
25,100
-4,359
-15% -$170K 0.22% 128
2015
Q3 		$1.1M Buy
29,459
+1,770
+6% +$76.6K 0.28% 103
2015
Q2 		$1.28M Buy
27,689
+2,417
+10% +$124K 0.32% 90
2015
Q1 		$1.3M Buy
25,272
+1,680
+7% +$89.2K 0.34% 76
2014
Q4 		$1.31M Buy
23,592
+1,685
+8% +$93.1K 0.36% 73
2014
Q3 		$1.2M Buy
21,907
+1,263
+6% +$70.7K 0.35% 73
2014
Q2 		$1.19M Buy
20,644
+722
+4% +$39.5K 0.35% 70
2014
Q1 		$1.08M Buy
19,922
+872
+5% +$46.9K 0.34% 74
2013
Q4 		$1.1M Buy
19,050
+212
+1% +$11.4K 0.36% 61
2013
Q3 		$952K Buy
18,838
+1,720
+10% +$83K 0.35% 63
2013
Q2 		$776K Buy
+17,118
New +$871K 0.31% 75

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $4.37B AUM 119.42% 1-Year Est. Return

GHP Investment Advisors's BEN Position: Q1 2025 in Review

GHP Investment Advisors sold out of Franklin Resources (BEN) in Q1 2025, closing a stake of 215 shares — an estimated $4.36K sold.

GHP Investment Advisors first reported a position in BEN in Q2 2013 and held it in 42 quarters. The position peaked at $2.15M in Q2 2017. 562 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

  • GHP Investment Advisors reported no remaining Franklin Resources position as of Q1 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 215 Franklin Resources shares in Q1 2025, an estimated $4.36K.
  • GHP Investment Advisors first reported a position in Franklin Resources in Q2 2013 and held it in 42 quarters.
  • GHP Investment Advisors's Franklin Resources position peaked at $2.15M in Q2 2017.
  • 562 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.