Prossimo Advisors’s Franklin Resources BEN Stock Holding History

Prossimo Advisors’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 Q3	–	Sell	-7,584	Closed	-$203K	–	65
2023 Q2	$203K	Buy	+7,584	New	+$196K	0.2%	123

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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

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

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

Prossimo Advisors's BEN Position: Q3 2023 in Review

Prossimo Advisors sold out of Franklin Resources (BEN) in Q3 2023, closing a stake of 7,584 shares — an estimated $203K sold.

Prossimo Advisors first reported a position in BEN in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 535 funds tracked by Wall St. Rank hold BEN as of Q3 2023.

Prossimo Advisors reported no remaining Franklin Resources position as of Q3 2023 after selling out during the quarter.
Prossimo Advisors sold 7,584 Franklin Resources shares in Q3 2023, an estimated $203K.
Prossimo Advisors first reported a position in Franklin Resources in Q2 2023 and held it in 1 quarter.
Prossimo Advisors's Franklin Resources position peaked at $203K in Q2 2023.
535 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2023.

Based on Prossimo Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.