PFWA
BEN icon

Paces Ferry Wealth Advisors’s Franklin Resources BEN Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-72
Closed -$1K – 220
2020
Q3 		$1K Buy
+72
New +$1.51K ﹤0.01% 773

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 $2.9T AUM 29.55% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Paces Ferry Wealth Advisors's BEN Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Franklin Resources (BEN) in Q4 2020, closing a stake of 72 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in BEN in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 517 funds tracked by Wall St. Rank hold BEN as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Franklin Resources position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 72 Franklin Resources shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Franklin Resources in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Franklin Resources position peaked at $1K in Q3 2020.
  • 517 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.