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Wetzel Investment Advisors’s Franklin Resources BEN Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-500
Closed -$14.1K – 203
2024
Q2 		$14.1K Hold
500
– – 0.01% 405
2024
Q1 		$12.5K Hold
500
– – 0.01% 482
2023
Q4 		$15K Buy
+500
New +$12.4K 0.01% 427

Other funds holding BEN

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PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's BEN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Franklin Resources (BEN) in Q3 2024, closing a stake of 500 shares — an estimated $14.1K sold.

Wetzel Investment Advisors first reported a position in BEN in Q4 2023 and held it in 3 quarters. The position peaked at $15K in Q4 2023. 555 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Franklin Resources position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 500 Franklin Resources shares in Q3 2024, an estimated $14.1K.
  • Wetzel Investment Advisors first reported a position in Franklin Resources in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Franklin Resources position peaked at $15K in Q4 2023.
  • 555 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.