Parallax Volatility Advisers
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Parallax Volatility Advisers’s Franklin Resources BEN Stock Holding History

Parallax Volatility Advisers’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
-21,226
Closed -$447K – 2025
2024
Q3 		$428K Buy
+21,226
New +$457K ﹤0.01% 1552
2023
Q3 		– Sell
-14,804
Closed -$395K – 2294
2023
Q2 		$395K Buy
+14,804
New +$383K ﹤0.01% 1719
2022
Q4 		– Sell
-689
Closed -$15K – 2869
2022
Q3 		$15K Buy
+689
New +$17.7K ﹤0.01% 2779
2022
Q1 		– Sell
-2,224
Closed -$74K – 2793
2021
Q4 		$74K Sell
2,224
-1,428
-39% -$47K ﹤0.01% 1784
2021
Q3 		$109K Buy
+3,652
New +$114K ﹤0.01% 1766
2019
Q3 		– Sell
-6
Closed – – 2334
2019
Q2 		$0 Buy
+6
New +$204 ﹤0.01% 2566
2018
Q1 		– Sell
-45,318
Closed -$1.84M – 2298
2017
Q4 		$1.96M Buy
45,318
+40,661
+873% +$1.76M ﹤0.01% 921
2017
Q3 		$207K Buy
+4,657
New +$204K ﹤0.01% 1462
2017
Q1 		– Sell
-943
Closed -$39.1K – 3547
2016
Q4 		$37K Buy
+943
New +$35.3K ﹤0.01% 2541
2016
Q2 		– Sell
-76,409
Closed -$2.78M – 2509
2016
Q1 		$2.98M Buy
76,409
+74,878
+4,891% +$2.65M 0.01% 756
2015
Q4 		$56K Buy
+1,531
New +$59.9K ﹤0.01% 2295
2015
Q1 		– Sell
-15,924
Closed -$845K – 4383
2014
Q4 		$882K Buy
15,924
+15,849
+21,132% +$875K ﹤0.01% 1605
2014
Q3 		$4K Buy
+75
New +$4.2K ﹤0.01% 4001
2014
Q2 		– Sell
-11,260
Closed -$616K – 4040
2014
Q1 		$610K Buy
11,260
+10,601
+1,609% +$571K ﹤0.01% 948
2013
Q4 		$38K Sell
659
-40,292
-98% -$2.17M ﹤0.01% 2367
2013
Q3 		$2.07M Buy
+40,951
New +$1.98M 0.01% 521

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EQF
Evergreen Quality Fund Grand Cayman, Cayman Islands $4.37B AUM 119.42% 1-Year Est. Return

Parallax Volatility Advisers's BEN Position: Q4 2024 in Review

Parallax Volatility Advisers sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 21,226 shares — an estimated $447K sold.

Parallax Volatility Advisers first reported a position in BEN in Q3 2013 and held it in 16 quarters. The position peaked at $2.98M in Q1 2016. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • Parallax Volatility Advisers reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • Parallax Volatility Advisers sold 21,226 Franklin Resources shares in Q4 2024, an estimated $447K.
  • Parallax Volatility Advisers first reported a position in Franklin Resources in Q3 2013 and held it in 16 quarters.
  • Parallax Volatility Advisers's Franklin Resources position peaked at $2.98M in Q1 2016.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on Parallax Volatility Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.