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Ritholtz Wealth Management’s Franklin Templeton 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 $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

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

Ritholtz Wealth Management sold out of Franklin Templeton (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. 557 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

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

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