Corient Private Wealth
FSP

Corient Private Wealth’s Franklin Street Properties FSP Stock Holding History

Corient Private Wealth’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
2023
Q2 		– Sell
-29,056
Closed -$45.6K – 2107
2023
Q1 		$45.6K Buy
+29,056
New +$72.9K ﹤0.01% 1947

Other funds holding FSP

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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Corient Private Wealth's FSP Position: Q2 2023 in Review

Corient Private Wealth sold out of Franklin Street Properties (FSP) in Q2 2023, closing a stake of 29,056 shares — an estimated $45.6K sold.

Corient Private Wealth first reported a position in FSP in Q1 2023 and held it in 1 quarter. The position peaked at $45.6K in Q1 2023. 126 funds tracked by Wall St. Rank hold FSP as of Q2 2023.

  • Corient Private Wealth reported no remaining Franklin Street Properties position as of Q2 2023 after selling out during the quarter.
  • Corient Private Wealth sold 29,056 Franklin Street Properties shares in Q2 2023, an estimated $45.6K.
  • Corient Private Wealth first reported a position in Franklin Street Properties in Q1 2023 and held it in 1 quarter.
  • Corient Private Wealth's Franklin Street Properties position peaked at $45.6K in Q1 2023.
  • 126 funds tracked by Wall St. Rank held Franklin Street Properties as of Q2 2023.

Based on Corient Private Wealth's 13F filing for Q2 2023, filed 10 Aug 2023.