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OneDigital Investment Advisors’s Franklin Resources BEN Stock Holding History

OneDigital Investment 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
Q4 		– Sell
-16,219
Closed -$327K – 1407
2024
Q3 		$327K Sell
16,219
-1,448
-8% -$31.2K ﹤0.01% 1116
2024
Q2 		$395K Buy
17,667
+2,702
+18% +$65.1K ﹤0.01% 994
2024
Q1 		$421K Buy
14,965
+979
+7% +$27K 0.01% 800
2023
Q4 		$417K Buy
13,986
+345
+3% +$8.58K 0.01% 781
2023
Q3 		$335K Hold
13,641
– – 0.01% 772
2023
Q2 		$364K Buy
+13,641
New +$353K 0.01% 748

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OneDigital Investment Advisors's BEN Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 16,219 shares — an estimated $327K sold.

OneDigital Investment Advisors first reported a position in BEN in Q2 2023 and held it in 6 quarters. The position peaked at $421K in Q1 2024. 565 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 16,219 Franklin Resources shares in Q4 2024, an estimated $327K.
  • OneDigital Investment Advisors first reported a position in Franklin Resources in Q2 2023 and held it in 6 quarters.
  • OneDigital Investment Advisors's Franklin Resources position peaked at $421K in Q1 2024.
  • 565 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.