Planned Solutions’s Franklin Resources BEN Stock Holding History

Planned Solutions’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	-2,524	Closed	-$50.9K	–	164
2024 Q3	$50.9K	Buy	+2,524	New	+$54.4K	0.02%	300
2024 Q1	–	Sell	-1,629	Closed	-$48.5K	–	136
2023 Q4	$48.5K	Buy	+1,629	New	+$40.5K	0.02%	289

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 $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planned Solutions's BEN Position: Q4 2024 in Review

Planned Solutions sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 2,524 shares — an estimated $50.9K sold.

Planned Solutions first reported a position in BEN in Q4 2023 and held it in 2 quarters. The position peaked at $50.9K in Q3 2024. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

Planned Solutions reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 2,524 Franklin Resources shares in Q4 2024, an estimated $50.9K.
Planned Solutions first reported a position in Franklin Resources in Q4 2023 and held it in 2 quarters.
Planned Solutions's Franklin Resources position peaked at $50.9K in Q3 2024.
564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.