AWA
FSP

Arkadios Wealth Advisors’s Franklin Street Properties FSP Stock Holding History

Arkadios Wealth Advisors’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-671
Closed -$3K – 1016
2021
Q3 		$3K Buy
671
+11
+2% +$54 ﹤0.01% 1704
2021
Q2 		$3K Buy
660
+12
+2% +$64 ﹤0.01% 1814
2021
Q1 		$3K Buy
+648
New +$3.23K ﹤0.01% 1462

Other funds holding FSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Arkadios Wealth Advisors's FSP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Franklin Street Properties (FSP) in Q4 2021, closing a stake of 671 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in FSP in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 180 funds tracked by Wall St. Rank hold FSP as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Franklin Street Properties position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 671 Franklin Street Properties shares in Q4 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in Franklin Street Properties in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Franklin Street Properties position peaked at $3K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Franklin Street Properties as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.