TWP
BEN icon

TFO Wealth Partners’s Franklin Resources BEN Stock Holding History

TFO Wealth Partners’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
-21
Closed -$626 – 810
2023
Q4 		$626 Hold
21
– – ﹤0.01% 277
2023
Q3 		$561 Buy
+21
New +$568 ﹤0.01% 427

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
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

TFO Wealth Partners's BEN Position: Q1 2024 in Review

TFO Wealth Partners sold out of Franklin Resources (BEN) in Q1 2024, closing a stake of 21 shares — an estimated $626 sold.

TFO Wealth Partners first reported a position in BEN in Q3 2023 and held it in 2 quarters. The position peaked at $626 in Q4 2023. 595 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • TFO Wealth Partners reported no remaining Franklin Resources position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 21 Franklin Resources shares in Q1 2024, an estimated $626.
  • TFO Wealth Partners first reported a position in Franklin Resources in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Franklin Resources position peaked at $626 in Q4 2023.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.