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SkyView Investment Advisors’s Franklin Resources BEN Stock Holding History

SkyView Investment 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
2024
Q4 		– Sell
-19,485
Closed -$393K – 300
2024
Q3 		$393K Buy
19,485
+609
+3% +$13.1K 0.07% 193
2024
Q2 		$422K Buy
18,876
+2,062
+12% +$49.7K 0.08% 216
2024
Q1 		$473K Buy
+16,814
New +$463K 0.09% 199
2023
Q4 		– Sell
-14,629
Closed -$359K – 192
2023
Q3 		$359K Buy
14,629
+556
+4% +$15K 0.15% 196
2023
Q2 		$376K Buy
+14,073
New +$364K 0.09% 275
2022
Q3 		– Sell
-9,548
Closed -$223K – 534
2022
Q2 		$223K Sell
9,548
-1,661
-15% -$42.5K 0.06% 386
2022
Q1 		$313K Buy
11,209
+8,764
+358% +$268K 0.07% 346
2021
Q4 		$323K Sell
2,445
-8,405
-77% -$277K 0.07% 315
2021
Q3 		$322K Buy
10,850
+9,959
+1,118% +$311K 0.09% 253
2021
Q2 		$26K Hold
891
– – 0.01% 217
2021
Q1 		$26K Buy
891
+684
+330% +$18.7K 0.01% 225
2020
Q4 		$5K Buy
+207
New +$4.62K ﹤0.01% 239

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SkyView Investment Advisors's BEN Position: Q4 2024 in Review

SkyView Investment Advisors sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 19,485 shares — an estimated $393K sold.

SkyView Investment Advisors first reported a position in BEN in Q4 2020 and held it in 12 quarters. The position peaked at $473K in Q1 2024. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • SkyView Investment Advisors reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • SkyView Investment Advisors sold 19,485 Franklin Resources shares in Q4 2024, an estimated $393K.
  • SkyView Investment Advisors first reported a position in Franklin Resources in Q4 2020 and held it in 12 quarters.
  • SkyView Investment Advisors's Franklin Resources position peaked at $473K in Q1 2024.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.