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Prelude Capital Management’s Franklin Templeton BEN Stock Holding History

Prelude Capital Management’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
2022
Q3 		– Sell
-8,600
Closed -$200K – 1584
2022
Q2 		$200K Buy
+8,600
New +$220K 0.01% 1293
2022
Q1 		– Sell
-6,900
Closed -$231K – 1833
2021
Q4 		$231K Buy
+6,900
New +$227K 0.01% 1483

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 $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prelude Capital Management's BEN Position: Q2 2024 in Review

Prelude Capital Management sold out of Franklin Templeton (BEN) in Q2 2024, closing a stake of 12,590 shares — an estimated $354K sold.

Prelude Capital Management first reported a position in BEN in Q3 2013 and held it in 12 quarters. The position peaked at $1.02M in Q4 2021. 581 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

  • Prelude Capital Management reported no remaining Franklin Templeton position as of Q2 2024 after selling out during the quarter.
  • Prelude Capital Management sold 12,590 Franklin Templeton shares in Q2 2024, an estimated $354K.
  • Prelude Capital Management first reported a position in Franklin Templeton in Q3 2013 and held it in 12 quarters.
  • Prelude Capital Management's Franklin Templeton position peaked at $1.02M in Q4 2021.
  • 581 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2024.

Based on Prelude Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.