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VisionPoint Advisory Group’s Franklin Templeton BEN Stock Holding History

VisionPoint Advisory Group’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
-398
Closed -$10.6K – 704
2023
Q2 		$10.6K Buy
+398
New +$10.3K ﹤0.01% 389

Other funds holding BEN

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VisionPoint Advisory Group's BEN Position: Q3 2023 in Review

VisionPoint Advisory Group sold out of Franklin Templeton (BEN) in Q3 2023, closing a stake of 398 shares — an estimated $10.6K sold.

VisionPoint Advisory Group first reported a position in BEN in Q2 2023 and held it in 1 quarter. The position peaked at $10.6K in Q2 2023. 537 funds tracked by Wall St. Rank hold BEN as of Q3 2023.

  • VisionPoint Advisory Group reported no remaining Franklin Templeton position as of Q3 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 398 Franklin Templeton shares in Q3 2023, an estimated $10.6K.
  • VisionPoint Advisory Group first reported a position in Franklin Templeton in Q2 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Franklin Templeton position peaked at $10.6K in Q2 2023.
  • 537 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2023.

Based on VisionPoint Advisory Group's 13F filing for Q3 2023, filed 6 Dec 2023.