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Prepared Retirement Institute’s Franklin Resources BEN Stock Holding History

Prepared Retirement Institute’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
Q1 		– Sell
-14,193
Closed -$423K – 71
2023
Q4 		$423K Buy
+14,193
New +$353K 0.32% 46

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prepared Retirement Institute's BEN Position: Q1 2024 in Review

Prepared Retirement Institute sold out of Franklin Resources (BEN) in Q1 2024, closing a stake of 14,193 shares — an estimated $423K sold.

Prepared Retirement Institute first reported a position in BEN in Q4 2023 and held it in 1 quarter. The position peaked at $423K in Q4 2023. 595 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • Prepared Retirement Institute reported no remaining Franklin Resources position as of Q1 2024 after selling out during the quarter.
  • Prepared Retirement Institute sold 14,193 Franklin Resources shares in Q1 2024, an estimated $423K.
  • Prepared Retirement Institute first reported a position in Franklin Resources in Q4 2023 and held it in 1 quarter.
  • Prepared Retirement Institute's Franklin Resources position peaked at $423K in Q4 2023.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2024.

Based on Prepared Retirement Institute's 13F filing for Q1 2024, filed 13 Feb 2025.