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Joule Financial’s Franklin Templeton BEN Stock Holding History

Joule Financial’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 		– Sell
-13,070
Closed -$296K – 110
2024
Q2 		$296K Buy
13,070
+1,988
+18% +$47.9K 0.12% 84
2024
Q1 		$315K Buy
11,082
+429
+4% +$11.8K 0.13% 79
2023
Q4 		$317K Sell
10,653
-77
-0.7% -$1.92K 0.15% 80
2023
Q3 		$264K Buy
10,730
+554
+5% +$15K 0.13% 84
2023
Q2 		$272K Buy
10,176
+2,402
+31% +$62.1K 0.14% 84
2023
Q1 		$209K Buy
+7,774
New +$227K 0.11% 98

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joule Financial's BEN Position: Q3 2024 in Review

Joule Financial sold out of Franklin Templeton (BEN) in Q3 2024, closing a stake of 13,070 shares — an estimated $296K sold.

Joule Financial first reported a position in BEN in Q1 2023 and held it in 6 quarters. The position peaked at $317K in Q4 2023. 557 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Joule Financial reported no remaining Franklin Templeton position as of Q3 2024 after selling out during the quarter.
  • Joule Financial sold 13,070 Franklin Templeton shares in Q3 2024, an estimated $296K.
  • Joule Financial first reported a position in Franklin Templeton in Q1 2023 and held it in 6 quarters.
  • Joule Financial's Franklin Templeton position peaked at $317K in Q4 2023.
  • 557 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2024.

Based on Joule Financial's 13F filing for Q3 2024, filed 17 Oct 2024.