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Peterson Financial Group’s Franklin Templeton BEN Stock Holding History

Peterson Financial Group’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 		$2.42K Buy
+120
New +$2.58K 0.01% 361

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BlackRock
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State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Peterson Financial Group's BEN Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Franklin Templeton (BEN) in Q3 2024: 120 shares worth $2.42K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings.

557 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Peterson Financial Group held 120 shares of Franklin Templeton worth $2.42K as of Q3 2024.
  • Franklin Templeton was a new Peterson Financial Group position in Q3 2024.
  • Franklin Templeton made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #361 holding.
  • 557 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.