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Wade Financial Advisory’s Franklin Templeton BEN Stock Holding History

Wade 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
2024
Q3 		– Sell
-27,831
Closed -$622K – 82
2024
Q2 		$622K Buy
+27,831
New +$670K 0.22% 48

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PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wade Financial Advisory's BEN Position: Q3 2024 in Review

Wade Financial Advisory sold out of Franklin Templeton (BEN) in Q3 2024, closing a stake of 27,831 shares — an estimated $622K sold.

Wade Financial Advisory first reported a position in BEN in Q2 2024 and held it in 1 quarter. The position peaked at $622K in Q2 2024. 557 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Wade Financial Advisory reported no remaining Franklin Templeton position as of Q3 2024 after selling out during the quarter.
  • Wade Financial Advisory sold 27,831 Franklin Templeton shares in Q3 2024, an estimated $622K.
  • Wade Financial Advisory first reported a position in Franklin Templeton in Q2 2024 and held it in 1 quarter.
  • Wade Financial Advisory's Franklin Templeton position peaked at $622K in Q2 2024.
  • 557 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2024.

Based on Wade Financial Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.