AWM
FBRT

Abound Wealth Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Abound Wealth Management’s Portfolio FBRT Stock Details FBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-27
Closed -$365 – 1331
2023
Q4 		$365 Hold
27
– – ﹤0.01% 1067
2023
Q3 		$358 Hold
27
– – ﹤0.01% 932
2023
Q2 		$383 Buy
+27
New +$356 ﹤0.01% 947

Other funds holding FBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Abound Wealth Management's FBRT Position: Q1 2024 in Review

Abound Wealth Management sold out of Franklin BSP Realty Trust (FBRT) in Q1 2024, closing a stake of 27 shares — an estimated $365 sold.

Abound Wealth Management first reported a position in FBRT in Q2 2023 and held it in 3 quarters. The position peaked at $383 in Q2 2023. 179 funds tracked by Wall St. Rank hold FBRT as of Q1 2024.

  • Abound Wealth Management reported no remaining Franklin BSP Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 27 Franklin BSP Realty Trust shares in Q1 2024, an estimated $365.
  • Abound Wealth Management first reported a position in Franklin BSP Realty Trust in Q2 2023 and held it in 3 quarters.
  • Abound Wealth Management's Franklin BSP Realty Trust position peaked at $383 in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.