Prestige Wealth Management Group’s Franklin Templeton 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 $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Prestige Wealth Management Group sold out of Franklin Templeton (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. 565 funds tracked by Wall St. Rank hold BEN as of Q4 2023.

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

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