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My Legacy Advisors’s Franklin Resources BEN Stock Holding History

My Legacy Advisors’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
-20,432
Closed -$457K – 197
2024
Q2 		$457K Buy
20,432
+754
+4% +$18.2K 0.15% 153
2024
Q1 		$553K Buy
19,678
+7,335
+59% +$202K 0.19% 146
2023
Q4 		$355K Buy
12,343
+649
+6% +$16.1K 0.13% 171
2023
Q3 		$265K Buy
11,694
+920
+9% +$24.9K 0.11% 182
2023
Q2 		$315K Buy
10,774
+395
+4% +$10.2K 0.12% 179
2023
Q1 		$276K Buy
10,379
+1,582
+18% +$46.2K 0.12% 185
2022
Q4 		$293K Buy
+8,797
New +$218K 0.12% 182

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

My Legacy Advisors's BEN Position: Q3 2024 in Review

My Legacy Advisors sold out of Franklin Resources (BEN) in Q3 2024, closing a stake of 20,432 shares — an estimated $457K sold.

My Legacy Advisors first reported a position in BEN in Q4 2022 and held it in 7 quarters. The position peaked at $553K in Q1 2024. 555 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • My Legacy Advisors reported no remaining Franklin Resources position as of Q3 2024 after selling out during the quarter.
  • My Legacy Advisors sold 20,432 Franklin Resources shares in Q3 2024, an estimated $457K.
  • My Legacy Advisors first reported a position in Franklin Resources in Q4 2022 and held it in 7 quarters.
  • My Legacy Advisors's Franklin Resources position peaked at $553K in Q1 2024.
  • 555 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on My Legacy Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.