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Money Concepts Capital’s Franklin Templeton BEN Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-2,476
Closed -$65.3K – 697
2022
Q4 		$65.3K Buy
2,476
+2,021
+444% +$50.2K ﹤0.01% 1149
2022
Q3 		$10K Buy
455
+210
+86% +$5.4K ﹤0.01% 1045
2022
Q2 		$6K Sell
245
-1,531
-86% -$39.2K ﹤0.01% 1121
2022
Q1 		$50K Buy
+1,776
New +$54.2K ﹤0.01% 1231

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Money Concepts Capital's BEN Position: Q1 2023 in Review

Money Concepts Capital sold out of Franklin Templeton (BEN) in Q1 2023, closing a stake of 2,476 shares — an estimated $65.3K sold.

Money Concepts Capital first reported a position in BEN in Q1 2022 and held it in 4 quarters. The position peaked at $65.3K in Q4 2022. 558 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

  • Money Concepts Capital reported no remaining Franklin Templeton position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,476 Franklin Templeton shares in Q1 2023, an estimated $65.3K.
  • Money Concepts Capital first reported a position in Franklin Templeton in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Franklin Templeton position peaked at $65.3K in Q4 2022.
  • 558 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.