West Branch Capital’s Franklin Resources BEN Stock Holding History

West Branch Capital’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 Q4	–	Sell	-181	Closed	-$4.45K	–	446
2023 Q3	$4.45K	Hold	181	–	–	﹤0.01%	351
2023 Q2	$4.83K	Hold	181	–	–	﹤0.01%	352
2023 Q1	$4.88K	Hold	181	–	–	﹤0.01%	359
2022 Q4	$4.78K	Hold	181	–	–	﹤0.01%	349
2022 Q3	$4K	Hold	181	–	–	﹤0.01%	359
2022 Q2	$4K	Hold	181	–	–	﹤0.01%	347
2022 Q1	$5K	Sell	181 -333	-65%	-$10.2K	﹤0.01%	349
2021 Q4	$17K	Hold	514	–	–	0.01%	273
2021 Q3	$15K	Hold	514	–	–	0.01%	267
2021 Q2	$16K	Buy	+514	New	+$16.7K	0.01%	271

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

West Branch Capital's BEN Position: Q4 2023 in Review

West Branch Capital sold out of Franklin Resources (BEN) in Q4 2023, closing a stake of 181 shares — an estimated $4.45K sold.

West Branch Capital first reported a position in BEN in Q2 2021 and held it in 10 quarters. The position peaked at $17K in Q4 2021. 563 funds tracked by Wall St. Rank hold BEN as of Q4 2023.

West Branch Capital reported no remaining Franklin Resources position as of Q4 2023 after selling out during the quarter.
West Branch Capital sold 181 Franklin Resources shares in Q4 2023, an estimated $4.45K.
West Branch Capital first reported a position in Franklin Resources in Q2 2021 and held it in 10 quarters.
West Branch Capital's Franklin Resources position peaked at $17K in Q4 2021.
563 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.