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

Axxcess 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
2023
Q1 		– Sell
-83,690
Closed -$1.08M – 654
2022
Q4 		$1.08M Sell
83,690
-3,625
-4% -$48.5K 0.09% 212
2022
Q3 		$940K Sell
87,315
-3,956
-4% -$54.4K 0.09% 197
2022
Q2 		$1.23M Buy
+91,271
New +$1.3M 0.11% 161

Other funds holding FBRT

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Axxcess Wealth Management's FBRT Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Franklin BSP Realty Trust (FBRT) in Q1 2023, closing a stake of 83,690 shares — an estimated $1.08M sold.

Axxcess Wealth Management first reported a position in FBRT in Q2 2022 and held it in 3 quarters. The position peaked at $1.23M in Q2 2022. 177 funds tracked by Wall St. Rank hold FBRT as of Q1 2023.

  • Axxcess Wealth Management reported no remaining Franklin BSP Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 83,690 Franklin BSP Realty Trust shares in Q1 2023, an estimated $1.08M.
  • Axxcess Wealth Management first reported a position in Franklin BSP Realty Trust in Q2 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's Franklin BSP Realty Trust position peaked at $1.23M in Q2 2022.
  • 177 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.