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Jackson Grant Investment Advisers’s Franklin Templeton 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 $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Jackson Grant Investment Advisers sold out of Franklin Templeton (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. 582 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

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

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