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Toth Financial Advisory’s Franklin Templeton BEN Stock Holding History

Toth Financial Advisory’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
2022
Q4 		– Sell
-110
Closed -$2K – 719
2022
Q3 		$2K Buy
+110
New +$2.83K ﹤0.01% 627

Other funds holding BEN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Toth Financial Advisory's BEN Position: Q4 2022 in Review

Toth Financial Advisory sold out of Franklin Templeton (BEN) in Q4 2022, closing a stake of 110 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in BEN in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 553 funds tracked by Wall St. Rank hold BEN as of Q4 2022.

  • Toth Financial Advisory reported no remaining Franklin Templeton position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 110 Franklin Templeton shares in Q4 2022, an estimated $2K.
  • Toth Financial Advisory first reported a position in Franklin Templeton in Q3 2022 and held it in 1 quarter.
  • Toth Financial Advisory's Franklin Templeton position peaked at $2K in Q3 2022.
  • 553 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.