Ellevest Inc’s Franklin Street Properties FSP Stock Holding History

Ellevest Inc’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	-3,298	Closed	-$5.18K	–	826
2023 Q1	$5.18K	Buy	+3,298	New	+$8.28K	﹤0.01%	1194
2022 Q3	–	Sell	-1,005	Closed	-$4K	–	1687
2022 Q2	$4K	Hold	1,005	–	–	﹤0.01%	1051
2022 Q1	$6K	Hold	1,005	–	–	﹤0.01%	982
2021 Q4	$6K	Hold	1,005	–	–	﹤0.01%	949
2021 Q3	$5K	Buy	+1,005	New	+$4.9K	﹤0.01%	963
2020 Q1	–	Sell	-114	Closed	-$1K	–	1159
2019 Q4	$1K	Buy	+114	New	+$981	﹤0.01%	771

Other funds holding FSP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ellevest Inc's FSP Position: Q2 2023 in Review

Ellevest Inc sold out of Franklin Street Properties (FSP) in Q2 2023, closing a stake of 3,298 shares — an estimated $5.18K sold.

Ellevest Inc first reported a position in FSP in Q4 2019 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 126 funds tracked by Wall St. Rank hold FSP as of Q2 2023.

Ellevest Inc reported no remaining Franklin Street Properties position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 3,298 Franklin Street Properties shares in Q2 2023, an estimated $5.18K.
Ellevest Inc first reported a position in Franklin Street Properties in Q4 2019 and held it in 6 quarters.
Ellevest Inc's Franklin Street Properties position peaked at $6K in Q1 2022.
126 funds tracked by Wall St. Rank held Franklin Street Properties as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.