MFT
BEN icon

Moisand Fitzgerald Tamayo’s Franklin Resources BEN Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q4 		– Sell
-217
Closed -$5.33K – 665
2023
Q3 		$5.33K Hold
217
– – ﹤0.01% 423
2023
Q2 		$5.8K Hold
217
– – ﹤0.01% 394
2023
Q1 		$5.85K Hold
217
– – ﹤0.01% 396
2022
Q4 		$5.72K Buy
217
+98
+82% +$2.43K ﹤0.01% 385
2022
Q3 		$3K Buy
+119
New +$3.06K ﹤0.01% 421

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BEN Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Franklin Resources (BEN) in Q4 2023, closing a stake of 217 shares — an estimated $5.33K sold.

Moisand Fitzgerald Tamayo first reported a position in BEN in Q3 2022 and held it in 5 quarters. The position peaked at $5.85K in Q1 2023. 563 funds tracked by Wall St. Rank hold BEN as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Franklin Resources position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 217 Franklin Resources shares in Q4 2023, an estimated $5.33K.
  • Moisand Fitzgerald Tamayo first reported a position in Franklin Resources in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Franklin Resources position peaked at $5.85K in Q1 2023.
  • 563 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.