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Soltis Investment Advisors’s Franklin Resources BEN Stock Holding History

Soltis 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
Q1 		– Sell
-8,292
Closed -$247K – 298
2023
Q4 		$247K Buy
+8,292
New +$206K 0.03% 250

Other funds holding BEN

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Soltis Investment Advisors's BEN Position: Q1 2024 in Review

Soltis Investment Advisors sold out of Franklin Resources (BEN) in Q1 2024, closing a stake of 8,292 shares — an estimated $247K sold.

Soltis Investment Advisors first reported a position in BEN in Q4 2023 and held it in 1 quarter. The position peaked at $247K in Q4 2023. 595 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • Soltis Investment Advisors reported no remaining Franklin Resources position as of Q1 2024 after selling out during the quarter.
  • Soltis Investment Advisors sold 8,292 Franklin Resources shares in Q1 2024, an estimated $247K.
  • Soltis Investment Advisors first reported a position in Franklin Resources in Q4 2023 and held it in 1 quarter.
  • Soltis Investment Advisors's Franklin Resources position peaked at $247K in Q4 2023.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2024.

Based on Soltis Investment Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.