IAIM
BEN icon

Industrial Alliance Investment Management’s Franklin Resources BEN Stock Holding History

Industrial Alliance 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
2023
Q2 		– Sell
-7,932
Closed -$214K – 207
2023
Q1 		$214K Buy
+7,932
New +$232K 0.01% 443

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
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
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Industrial Alliance Investment Management's BEN Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Franklin Resources (BEN) in Q2 2023, closing a stake of 7,932 shares — an estimated $214K sold.

Industrial Alliance Investment Management first reported a position in BEN in Q1 2023 and held it in 1 quarter. The position peaked at $214K in Q1 2023. 535 funds tracked by Wall St. Rank hold BEN as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Franklin Resources position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 7,932 Franklin Resources shares in Q2 2023, an estimated $214K.
  • Industrial Alliance Investment Management first reported a position in Franklin Resources in Q1 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's Franklin Resources position peaked at $214K in Q1 2023.
  • 535 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.