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Weld Capital Management’s Franklin Templeton BEN Stock Holding History

Weld Capital Management’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
2021
Q3 		– Sell
-17,486
Closed -$559K – 20
2021
Q2 		$559K Buy
+17,486
New +$567K 0.57% 56
2020
Q4 		– Sell
-59,336
Closed -$1.21M – 478
2020
Q3 		$1.21M Buy
59,336
+32,588
+122% +$684K 0.48% 46
2020
Q2 		$561K Buy
+26,748
New +$505K 0.22% 159

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 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

Weld Capital Management's BEN Position: Q3 2021 in Review

Weld Capital Management sold out of Franklin Templeton (BEN) in Q3 2021, closing a stake of 17,486 shares — an estimated $559K sold.

Weld Capital Management first reported a position in BEN in Q2 2020 and held it in 3 quarters. The position peaked at $1.21M in Q3 2020. 538 funds tracked by Wall St. Rank hold BEN as of Q3 2021.

  • Weld Capital Management reported no remaining Franklin Templeton position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 17,486 Franklin Templeton shares in Q3 2021, an estimated $559K.
  • Weld Capital Management first reported a position in Franklin Templeton in Q2 2020 and held it in 3 quarters.
  • Weld Capital Management's Franklin Templeton position peaked at $1.21M in Q3 2020.
  • 538 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.