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Jackson Grant Investment Advisers’s Franklin Resources BEN Stock Holding History

Jackson Grant Investment Advisers’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
Q2 		– Sell
-40
Closed -$1.12K – 398
2024
Q1 		$1.12K Hold
40
– – ﹤0.01% 386
2023
Q4 		$1.19K Hold
40
– – ﹤0.01% 380
2023
Q3 		$983 Hold
40
– – ﹤0.01% 382
2023
Q2 		$1.07K Hold
40
– – ﹤0.01% 400
2023
Q1 		$1.08K Buy
+40
New +$1.17K ﹤0.01% 441

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jackson Grant Investment Advisers's BEN Position: Q2 2024 in Review

Jackson Grant Investment Advisers sold out of Franklin Resources (BEN) in Q2 2024, closing a stake of 40 shares — an estimated $1.12K sold.

Jackson Grant Investment Advisers first reported a position in BEN in Q1 2023 and held it in 5 quarters. The position peaked at $1.19K in Q4 2023. 578 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

  • Jackson Grant Investment Advisers reported no remaining Franklin Resources position as of Q2 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 40 Franklin Resources shares in Q2 2024, an estimated $1.12K.
  • Jackson Grant Investment Advisers first reported a position in Franklin Resources in Q1 2023 and held it in 5 quarters.
  • Jackson Grant Investment Advisers's Franklin Resources position peaked at $1.19K in Q4 2023.
  • 578 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2024, filed 16 Jul 2024.