BAWC
FBRT icon

Boyce & Associates Wealth Consulting’s Franklin BSP Realty Trust FBRT Stock Holding History

Boyce & Associates Wealth Consulting’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
-29,540
Closed -$381K – 54
2022
Q4 		$381K Hold
29,540
– – 0.73% 27
2022
Q3 		$318K Hold
29,540
– – 0.65% 28
2022
Q2 		$398K Buy
+29,540
New +$420K 0.72% 25

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

Boyce & Associates Wealth Consulting's FBRT Position: Q1 2023 in Review

Boyce & Associates Wealth Consulting sold out of Franklin BSP Realty Trust (FBRT) in Q1 2023, closing a stake of 29,540 shares — an estimated $381K sold.

Boyce & Associates Wealth Consulting first reported a position in FBRT in Q2 2022 and held it in 3 quarters. The position peaked at $398K in Q2 2022. 177 funds tracked by Wall St. Rank hold FBRT as of Q1 2023.

  • Boyce & Associates Wealth Consulting reported no remaining Franklin BSP Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 29,540 Franklin BSP Realty Trust shares in Q1 2023, an estimated $381K.
  • Boyce & Associates Wealth Consulting first reported a position in Franklin BSP Realty Trust in Q2 2022 and held it in 3 quarters.
  • Boyce & Associates Wealth Consulting's Franklin BSP Realty Trust position peaked at $398K in Q2 2022.
  • 177 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2023.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2023, filed 21 Apr 2023.