Gradient Investments’s Franklin Resources BEN Stock Holding History

Gradient Investments’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 Q3	–	Sell	-2,854	Closed	-$63.8K	–	387
2024 Q2	$63.8K	Buy	2,854 +2,819	+8,054%	+$67.9K	﹤0.01%	460
2024 Q1	$984	Hold	35	–	–	﹤0.01%	914
2023 Q4	$1.04K	Hold	35	–	–	﹤0.01%	1408
2023 Q3	$860	Buy	+35	New	+$947	﹤0.01%	1418
2021 Q2	–	Sell	-1	Closed	–	–	1149
2021 Q1	$0	Hold	1	–	–	﹤0.01%	1150
2020 Q4	$0	Hold	1	–	–	﹤0.01%	1130
2020 Q3	$0	Hold	1	–	–	﹤0.01%	1137
2020 Q2	$0	Hold	1	–	–	﹤0.01%	1050
2020 Q1	$0	Hold	1	–	–	﹤0.01%	1094
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1100
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1106
2019 Q2	$0	Hold	1	–	–	﹤0.01%	1016
2019 Q1	$0	Hold	1	–	–	﹤0.01%	872
2018 Q4	$0	Hold	1	–	–	﹤0.01%	930
2018 Q3	$0	Hold	1	–	–	﹤0.01%	976
2018 Q2	$0	Hold	1	–	–	﹤0.01%	988
2018 Q1	$0	Hold	1	–	–	﹤0.01%	1003
2017 Q4	$0	Buy	+1	New	+$43	﹤0.01%	1007
2017 Q3	–	Sell	-201	Closed	-$9K	–	269
2017 Q2	$9K	Buy	201 +1	+0.5%	+$43	﹤0.01%	493
2017 Q1	$8K	Buy	+200	New	+$8.3K	﹤0.01%	540

Other funds holding BEN

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Gradient Investments's BEN Position: Q3 2024 in Review

Gradient Investments sold out of Franklin Resources (BEN) in Q3 2024, closing a stake of 2,854 shares — an estimated $63.8K sold.

Gradient Investments first reported a position in BEN in Q1 2017 and held it in 20 quarters. The position peaked at $63.8K in Q2 2024. 555 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

Gradient Investments reported no remaining Franklin Resources position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 2,854 Franklin Resources shares in Q3 2024, an estimated $63.8K.
Gradient Investments first reported a position in Franklin Resources in Q1 2017 and held it in 20 quarters.
Gradient Investments's Franklin Resources position peaked at $63.8K in Q2 2024.
555 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.