Opal Wealth Advisors’s Franklin Resources BEN Stock Holding History

Opal Wealth 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	-61	Closed	-$1.36K	–	294
2024 Q2	$1.36K	Buy	+61	New	+$1.47K	﹤0.01%	1027

Other funds holding BEN

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Opal Wealth Advisors's BEN Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Franklin Resources (BEN) in Q3 2024, closing a stake of 61 shares — an estimated $1.36K sold.

Opal Wealth Advisors first reported a position in BEN in Q2 2024 and held it in 1 quarter. The position peaked at $1.36K in Q2 2024. 555 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

Opal Wealth Advisors reported no remaining Franklin Resources position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 61 Franklin Resources shares in Q3 2024, an estimated $1.36K.
Opal Wealth Advisors first reported a position in Franklin Resources in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Franklin Resources position peaked at $1.36K in Q2 2024.
555 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.