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Ritholtz Wealth Management’s Franklin Resources BEN Stock Holding History

Ritholtz Wealth 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
-9,438
Closed -$211K – 871
2024
Q2 		$211K Hold
9,438
– – 0.01% 754
2024
Q1 		$265K Hold
9,438
– – 0.01% 669
2023
Q4 		$281K Sell
9,438
-774
-8% -$19.3K 0.01% 617
2023
Q3 		$251K Sell
10,212
-2,973
-23% -$80.4K 0.01% 586
2023
Q2 		$352K Buy
+13,185
New +$341K 0.02% 505

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ritholtz Wealth Management's BEN Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of Franklin Resources (BEN) in Q3 2024, closing a stake of 9,438 shares — an estimated $211K sold.

Ritholtz Wealth Management first reported a position in BEN in Q2 2023 and held it in 5 quarters. The position peaked at $352K in Q2 2023. 555 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining Franklin Resources position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 9,438 Franklin Resources shares in Q3 2024, an estimated $211K.
  • Ritholtz Wealth Management first reported a position in Franklin Resources in Q2 2023 and held it in 5 quarters.
  • Ritholtz Wealth Management's Franklin Resources position peaked at $352K in Q2 2023.
  • 555 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.