Glass Jacobson Investment Advisors’s Franklin Resources BEN Stock Holding History

Glass Jacobson 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
2022 Q4	$273K	Buy	+10,335	New	+$257K	0.14%	176

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

CCP

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Glass Jacobson Investment Advisors's BEN Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in Franklin Resources (BEN) in Q4 2022: 10,335 shares worth $273K. The stake represents 0.14% of the portfolio and ranks #176 among its holdings.

554 funds tracked by Wall St. Rank hold BEN as of Q4 2022.

Glass Jacobson Investment Advisors held 10,335 shares of Franklin Resources worth $273K as of Q4 2022.
Franklin Resources was a new Glass Jacobson Investment Advisors position in Q4 2022.
Franklin Resources made up 0.14% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #176 holding.
554 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.