Passumpsic Savings Bank’s Franklin Templeton BEN Stock Holding History

Passumpsic Savings Bank’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 Q2	–	Sell	-15,401	Closed	-$433K	–	85
2024 Q1	$433K	Buy	+15,401	New	+$424K	0.28%	71

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 $843M AUM 39.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Passumpsic Savings Bank's BEN Position: Q2 2024 in Review

Passumpsic Savings Bank sold out of Franklin Templeton (BEN) in Q2 2024, closing a stake of 15,401 shares — an estimated $433K sold.

Passumpsic Savings Bank first reported a position in BEN in Q1 2024 and held it in 1 quarter. The position peaked at $433K in Q1 2024. 581 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

Passumpsic Savings Bank reported no remaining Franklin Templeton position as of Q2 2024 after selling out during the quarter.
Passumpsic Savings Bank sold 15,401 Franklin Templeton shares in Q2 2024, an estimated $433K.
Passumpsic Savings Bank first reported a position in Franklin Templeton in Q1 2024 and held it in 1 quarter.
Passumpsic Savings Bank's Franklin Templeton position peaked at $433K in Q1 2024.
581 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2024.

Based on Passumpsic Savings Bank's 13F filing for Q2 2024, filed 13 Aug 2024.