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Jamison Private Wealth Management’s Franklin Resources BEN Stock Holding History

Jamison Private Wealth 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
2024
Q4 		– Sell
-986
Closed -$19.9K – 229
2024
Q3 		$19.9K Sell
986
-494
-33% -$10.6K ﹤0.01% 306
2024
Q2 		$33.1K Sell
1,480
-183
-11% -$4.41K 0.01% 263
2024
Q1 		$46.8K Buy
1,663
+18
+1% +$496 0.01% 259
2023
Q4 		$49K Buy
1,645
+21
+1% +$522 0.01% 237
2023
Q3 		$39.9K Buy
+1,624
New +$43.9K 0.01% 236

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jamison Private Wealth Management's BEN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 986 shares — an estimated $19.9K sold.

Jamison Private Wealth Management first reported a position in BEN in Q3 2023 and held it in 5 quarters. The position peaked at $49K in Q4 2023. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 986 Franklin Resources shares in Q4 2024, an estimated $19.9K.
  • Jamison Private Wealth Management first reported a position in Franklin Resources in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Franklin Resources position peaked at $49K in Q4 2023.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.