TRUADVICE’s Franklin Templeton BEN Stock Holding History

TRUADVICE’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	–	Sell	-8,041	Closed	-$225K	–	236
2023 Q2	$225K	Sell	8,041 -802	-9%	-$20.7K	0.08%	231
2023 Q1	$238K	Buy	+8,843	New	+$258K	0.09%	225

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

TRUADVICE's BEN Position: Q3 2023 in Review

TRUADVICE sold out of Franklin Templeton (BEN) in Q3 2023, closing a stake of 8,041 shares — an estimated $225K sold.

TRUADVICE first reported a position in BEN in Q1 2023 and held it in 2 quarters. The position peaked at $238K in Q1 2023. 537 funds tracked by Wall St. Rank hold BEN as of Q3 2023.

TRUADVICE reported no remaining Franklin Templeton position as of Q3 2023 after selling out during the quarter.
TRUADVICE sold 8,041 Franklin Templeton shares in Q3 2023, an estimated $225K.
TRUADVICE first reported a position in Franklin Templeton in Q1 2023 and held it in 2 quarters.
TRUADVICE's Franklin Templeton position peaked at $238K in Q1 2023.
537 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.