West Paces Advisors’s Franklin Templeton BEN Stock Holding History

West Paces Advisors’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
2025 Q1	–	Sell	-109	Closed	-$2.21K	–	564
2024 Q4	$2.21K	Buy	+109	New	+$2.3K	﹤0.01%	433
2024 Q1	–	Sell	-231	Closed	-$6.88K	–	593
2023 Q4	$6.88K	Hold	231	–	–	﹤0.01%	393
2023 Q3	$5.68K	Hold	231	–	–	﹤0.01%	387
2023 Q2	$6.17K	Hold	231	–	–	﹤0.01%	410
2023 Q1	$6.22K	Buy	+231	New	+$6.75K	﹤0.01%	407
2020 Q1	–	Sell	-103	Closed	-$2.68K	–	452
2019 Q4	$2.68K	Hold	103	–	–	﹤0.01%	442
2019 Q3	$2.97K	Sell	103 -38	-27%	-$1.16K	﹤0.01%	418
2019 Q2	$4.91K	Hold	141	–	–	﹤0.01%	380
2019 Q1	$4.67K	Hold	141	–	–	﹤0.01%	384
2018 Q4	$4.18K	Hold	141	–	–	﹤0.01%	392
2018 Q3	$4.29K	Hold	141	–	–	﹤0.01%	398
2018 Q2	$4.52K	Hold	141	–	–	﹤0.01%	395
2018 Q1	$4.89K	Sell	141 -602	-81%	-$24.5K	﹤0.01%	370
2017 Q4	$32.2K	Sell	743 -45	-6%	-$1.95K	0.02%	221
2017 Q3	$35.1K	Sell	788 -72	-8%	-$3.15K	0.03%	205
2017 Q2	$38.5K	Hold	860	–	–	0.03%	191
2017 Q1	$36.2K	Sell	860 -40	-4%	-$1.66K	0.03%	194
2016 Q4	$35.6K	Buy	+900	New	+$33.7K	0.03%	205

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EQF

Evergreen Quality Fund Grand Cayman, Cayman Islands $6.2B AUM 288.56% 1-Year Est. Return

West Paces Advisors's BEN Position: Q1 2025 in Review

West Paces Advisors sold out of Franklin Templeton (BEN) in Q1 2025, closing a stake of 109 shares — an estimated $2.21K sold.

West Paces Advisors first reported a position in BEN in Q4 2016 and held it in 18 quarters. The position peaked at $38.5K in Q2 2017. 564 funds tracked by Wall St. Rank hold BEN as of Q1 2025.

West Paces Advisors reported no remaining Franklin Templeton position as of Q1 2025 after selling out during the quarter.
West Paces Advisors sold 109 Franklin Templeton shares in Q1 2025, an estimated $2.21K.
West Paces Advisors first reported a position in Franklin Templeton in Q4 2016 and held it in 18 quarters.
West Paces Advisors's Franklin Templeton position peaked at $38.5K in Q2 2017.
564 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2025.

Based on West Paces Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.