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Joule Financial’s Franklin Resources 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 $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

Joule Financial's BEN Position: Q3 2024 in Review

Joule Financial sold out of Franklin Resources (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. 555 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

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

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