TRUADVICE’s Franklin Resources 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 $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRUADVICE's BEN Position: Q3 2023 in Review

TRUADVICE sold out of Franklin Resources (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. 535 funds tracked by Wall St. Rank hold BEN as of Q3 2023.

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

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