Simplicity Solutions’s Franklin Resources BEN Stock Holding History

Simplicity Solutions’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	$203K	Buy	+6,811	New	+$169K	0.01%	972
2021 Q3	–	Sell	-12,106	Closed	-$387K	–	583
2021 Q2	$387K	Buy	12,106 +1,576	+15%	+$51.1K	0.08%	294
2021 Q1	$312K	Buy	+10,530	New	+$288K	0.07%	320
2020 Q3	–	Sell	-15,427	Closed	-$323K	–	860
2020 Q2	$323K	Sell	15,427 -2,384	-13%	-$45K	0.01%	713
2020 Q1	$297K	Buy	+17,811	New	+$409K	0.01%	609

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Simplicity Solutions's BEN Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Franklin Resources (BEN) in Q4 2023: 6,811 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in BEN as recently as Q2 2021.

Simplicity Solutions first reported a position in BEN in Q1 2020 and has held it in 5 quarters since. The position peaked at $387K in Q2 2021. 563 funds tracked by Wall St. Rank hold BEN as of Q4 2023.

Simplicity Solutions held 6,811 shares of Franklin Resources worth $203K as of Q4 2023.
Franklin Resources was a new Simplicity Solutions position in Q4 2023.
Franklin Resources made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #972 holding.
Simplicity Solutions first reported a position in Franklin Resources in Q1 2020 and has held it in 5 quarters since.
Simplicity Solutions's Franklin Resources position peaked at $387K in Q2 2021.
563 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.