Sutton Wealth Advisors’s Franklin Templeton BEN Stock Holding History

Sutton Wealth 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
2023 Q3	$3.56K	Buy	145 +35	+32%	+$947	﹤0.01%	635
2023 Q2	$2.94K	Hold	110	–	–	﹤0.01%	643
2023 Q1	$2.96K	Sell	110 -1,985	-95%	-$58K	﹤0.01%	586
2022 Q4	$55.3K	Buy	2,095 +5	+0.2%	+$124	0.02%	363
2022 Q3	$45K	Buy	2,090 +14	+0.7%	+$360	0.02%	399
2022 Q2	$48.4K	Sell	2,076 -923	-31%	-$23.6K	0.02%	390
2022 Q1	$83.7K	Buy	2,999 +5	+0.2%	+$153	0.03%	282
2021 Q4	$100K	Hold	2,994	–	–	0.03%	262
2021 Q3	$89K	Hold	2,994	–	–	0.03%	264
2021 Q2	$95.8K	Hold	2,994	–	–	0.04%	257
2021 Q1	$88.6K	Hold	2,994	–	–	0.03%	260
2020 Q4	$74.8K	Hold	2,994	–	–	0.03%	266
2020 Q3	$60.9K	Hold	2,994	–	–	0.03%	269
2020 Q2	$62.8K	Hold	2,994	–	–	0.03%	256
2020 Q1	$50K	Sell	2,994 -30	-1%	-$689	0.03%	269
2019 Q4	$78.6K	Hold	3,024	–	–	0.04%	235
2019 Q3	$87.3K	Hold	3,024	–	–	0.05%	223
2019 Q2	$105K	Hold	3,024	–	–	0.06%	202
2019 Q1	$100K	Hold	3,024	–	–	0.06%	208
2018 Q4	$89.7K	Hold	3,024	–	–	0.06%	202
2018 Q3	$92K	Hold	3,024	–	–	0.06%	208
2018 Q2	$96.9K	Hold	3,024	–	–	0.07%	202
2018 Q1	$105K	Hold	3,024	–	–	0.08%	194
2017 Q4	$131K	Hold	3,024	–	–	0.1%	171
2017 Q3	$135K	Hold	3,024	–	–	0.1%	164
2017 Q2	$135K	Hold	3,024	–	–	0.11%	158
2017 Q1	$127K	Hold	3,024	–	–	0.11%	161
2016 Q4	$120K	Hold	3,024	–	–	0.11%	165
2016 Q3	$108K	Hold	3,024	–	–	0.1%	171
2016 Q2	$101K	Hold	3,024	–	–	0.1%	176
2016 Q1	$118K	Buy	+3,024	New	+$107K	0.11%	161

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sutton Wealth Advisors's BEN Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Franklin Templeton (BEN) stake by 32% in Q3 2023, buying an estimated $947 and bringing the position to 145 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Sutton Wealth Advisors first reported a position in BEN in Q1 2016 and has held it in 31 quarters since. The position peaked at $135K in Q2 2017. 537 funds tracked by Wall St. Rank hold BEN as of Q3 2023.

Sutton Wealth Advisors held 145 shares of Franklin Templeton worth $3.56K as of Q3 2023.
Sutton Wealth Advisors bought 35 Franklin Templeton shares in Q3 2023, an estimated $947.
Franklin Templeton made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #635 holding.
Sutton Wealth Advisors first reported a position in Franklin Templeton in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Franklin Templeton position peaked at $135K in Q2 2017.
537 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.