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Richardson Capital Management’s Franklin Templeton BEN Stock Holding History

Richardson 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
2024
Q3 		– Sell
-650
Closed -$14.5K – 147
2024
Q2 		$14.5K Hold
650
– – 0.01% 117
2024
Q1 		$18.3K Buy
+650
New +$17.9K 0.01% 105

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State Street
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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Richardson Capital Management's BEN Position: Q3 2024 in Review

Richardson Capital Management sold out of Franklin Templeton (BEN) in Q3 2024, closing a stake of 650 shares — an estimated $14.5K sold.

Richardson Capital Management first reported a position in BEN in Q1 2024 and held it in 2 quarters. The position peaked at $18.3K in Q1 2024. 557 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Richardson Capital Management reported no remaining Franklin Templeton position as of Q3 2024 after selling out during the quarter.
  • Richardson Capital Management sold 650 Franklin Templeton shares in Q3 2024, an estimated $14.5K.
  • Richardson Capital Management first reported a position in Franklin Templeton in Q1 2024 and held it in 2 quarters.
  • Richardson Capital Management's Franklin Templeton position peaked at $18.3K in Q1 2024.
  • 557 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2024.

Based on Richardson Capital Management's 13F filing for Q3 2024, filed 5 Nov 2024.