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Insight Folios’s Franklin Resources BEN Stock Holding History

Insight Folios’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 		$770K Buy
38,217
+267
+0.7% +$5.75K 0.28% 45
2024
Q2 		$848K Sell
37,950
-3,014
-7% -$72.6K 0.35% 39
2024
Q1 		$1.15M Sell
40,964
-3,781
-8% -$104K 0.47% 36
2023
Q4 		$1.33M Sell
44,745
-586
-1% -$14.6K 0.58% 32
2023
Q3 		$1.11M Sell
45,331
-7,002
-13% -$189K 0.54% 33
2023
Q2 		$1.4M Sell
52,333
-5,952
-10% -$154K 0.59% 33
2023
Q1 		$1.57M Sell
58,285
-21,673
-27% -$633K 0.7% 33
2022
Q4 		$2.11M Sell
79,958
-136,270
-63% -$3.38M 0.95% 33
2022
Q3 		$4.65M Buy
216,228
+1,144
+0.5% +$29.4K 2.37% 24
2022
Q2 		$5.01M Buy
215,084
+18,558
+9% +$475K 2.38% 25
2022
Q1 		$5.49M Buy
196,526
+13,505
+7% +$412K 2.45% 23
2021
Q4 		$6.13M Buy
183,021
+1,728
+1% +$56.9K 2.87% 4
2021
Q3 		$5.39M Buy
181,293
+5,364
+3% +$167K 2.97% 6
2021
Q2 		$5.63M Buy
175,929
+3,754
+2% +$122K 3.31% 8
2021
Q1 		$5.1M Sell
172,175
-1,921
-1% -$52.5K 3.49% 9
2020
Q4 		$4.35M Buy
174,096
+10,400
+6% +$232K 3.23% 10
2020
Q3 		$3.33M Buy
163,696
+13,407
+9% +$282K 3.09% 11
2020
Q2 		$3.15M Buy
+150,289
New +$2.84M 3.03% 12

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Folios's BEN Position: Q3 2024 in Review

Insight Folios increased its Franklin Resources (BEN) stake by 0.7% in Q3 2024, buying an estimated $5.75K and bringing the position to 38,217 shares worth $770K. The position accounts for 0.28% of the portfolio, ranked #45.

Insight Folios first reported a position in BEN in Q2 2020 and has held it in 18 quarters since. The position peaked at $6.13M in Q4 2021. 555 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Insight Folios held 38,217 shares of Franklin Resources worth $770K as of Q3 2024.
  • Insight Folios bought 267 Franklin Resources shares in Q3 2024, an estimated $5.75K.
  • Franklin Resources made up 0.28% of Insight Folios's portfolio in Q3 2024, its #45 holding.
  • Insight Folios first reported a position in Franklin Resources in Q2 2020 and has held it in 18 quarters since.
  • Insight Folios's Franklin Resources position peaked at $6.13M in Q4 2021.
  • 555 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.