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
2025
Q1 		– Sell
-30,300
Closed -$615K – 1588
2024
Q4 		$615K Sell
30,300
-216,500
-88% -$4.56M ﹤0.01% 1458
2024
Q3 		$4.97M Buy
246,800
+246,700
+246,700% +$5.32M 0.01% 798
2024
Q2 		$2.23K Buy
+100
New +$2.41K ﹤0.01% 1913
2022
Q4 		– Sell
-2,000
Closed -$43K – 2870
2022
Q3 		$43K Buy
+2,000
New +$51.4K ﹤0.01% 2631
2022
Q1 		– Sell
-1,600
Closed -$53K – 2794
2021
Q4 		$53K Hold
1,600
– – ﹤0.01% 1828
2021
Q3 		$48K Buy
+1,600
New +$49.9K ﹤0.01% 1832
2018
Q1 		– Sell
-31,400
Closed -$1.36M – 2299
2017
Q4 		$1.36M Hold
31,400
– – ﹤0.01% 1067
2017
Q3 		$1.4M Buy
31,400
+11,000
+54% +$482K ﹤0.01% 954
2017
Q2 		$913K Hold
20,400
– – ﹤0.01% 1055
2017
Q1 		$860K Buy
20,400
+12,400
+155% +$515K ﹤0.01% 1223
2016
Q4 		$317K Sell
8,000
-10,000
-56% -$374K ﹤0.01% 1695
2016
Q3 		$640K Buy
18,000
+14,000
+350% +$495K ﹤0.01% 1403
2016
Q2 		$134K Sell
4,000
-108,100
-96% -$3.93M ﹤0.01% 1939
2016
Q1 		$4.38M Buy
112,100
+80,000
+249% +$2.83M 0.01% 620
2015
Q4 		$1.18M Buy
+32,100
New +$1.26M ﹤0.01% 1216
2015
Q1 		– Sell
-8,400
Closed -$465K – 4384
2014
Q4 		$465K Buy
8,400
+7,200
+600% +$398K ﹤0.01% 2106
2014
Q3 		$66K Sell
1,200
-2,800
-70% -$157K ﹤0.01% 3143
2014
Q2 		$231K Buy
4,000
+2,500
+167% +$137K ﹤0.01% 1877
2014
Q1 		$81K Buy
1,500
+100
+7% +$5.38K ﹤0.01% 1997
2013
Q4 		$82K Buy
1,400
+800
+133% +$43.1K ﹤0.01% 1958
2013
Q3 		$30K Buy
+600
New +$29K ﹤0.01% 2048

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.