Prestige Wealth Management Group’s Franklin Resources BEN Stock Holding History

Prestige Wealth Management 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
2023 Q4	–	Sell	-14	Closed	-$349	–	1029
2023 Q3	$349	Hold	14	–	–	﹤0.01%	996
2023 Q2	$379	Hold	14	–	–	﹤0.01%	1014
2023 Q1	$382	Hold	14	–	–	﹤0.01%	1012
2022 Q4	$374	Hold	14	–	–	﹤0.01%	1100
2022 Q3	$0	Sell	14 -561	-98%	-$14.4K	﹤0.01%	971
2022 Q2	$13K	Sell	575 -154	-21%	-$3.94K	﹤0.01%	395
2022 Q1	$20K	Hold	729	–	–	﹤0.01%	348
2021 Q4	$24K	Buy	729 +118	+19%	+$3.88K	0.01%	349
2021 Q3	$18K	Buy	611 +597	+4,264%	+$18.6K	﹤0.01%	386
2021 Q2	$0	Hold	14	–	–	﹤0.01%	969
2021 Q1	$0	Hold	14	–	–	﹤0.01%	955
2020 Q4	$0	Buy	+14	New	+$313	﹤0.01%	943

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Prestige Wealth Management Group's BEN Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of Franklin Resources (BEN) in Q4 2023, closing a stake of 14 shares — an estimated $349 sold.

Prestige Wealth Management Group first reported a position in BEN in Q4 2020 and held it in 12 quarters. The position peaked at $24K in Q4 2021. 563 funds tracked by Wall St. Rank hold BEN as of Q4 2023.

Prestige Wealth Management Group reported no remaining Franklin Resources position as of Q4 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 14 Franklin Resources shares in Q4 2023, an estimated $349.
Prestige Wealth Management Group first reported a position in Franklin Resources in Q4 2020 and held it in 12 quarters.
Prestige Wealth Management Group's Franklin Resources position peaked at $24K in Q4 2021.
563 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.