Envestnet Asset Management
FSP

Envestnet Asset Management’s Franklin Street Properties FSP Stock Holding History

Envestnet Asset Management’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
Q1 		– Sell
-53,914
Closed -$147K – 4024
2022
Q4 		$147K Buy
53,914
+8,288
+18% +$22.9K ﹤0.01% 3736
2022
Q3 		$120K Sell
45,626
-6,384
-12% -$21.1K ﹤0.01% 3704
2022
Q2 		$217K Buy
52,010
+13,268
+34% +$63.6K ﹤0.01% 3537
2022
Q1 		$229K Buy
38,742
+14,509
+60% +$83.8K ﹤0.01% 3610
2021
Q4 		$144K Buy
24,233
+12,774
+111% +$71.4K ﹤0.01% 3718
2021
Q3 		$53K Sell
11,459
-919
-7% -$4.48K ﹤0.01% 3634
2021
Q2 		$65K Buy
+12,378
New +$66.4K ﹤0.01% 3589
2015
Q1 		– Sell
-965
Closed -$12K – 2172
2014
Q4 		$12K Hold
965
– – ﹤0.01% 1905
2014
Q3 		$11K Buy
+965
New +$11.7K ﹤0.01% 2088
2014
Q2 		– Sell
-85
Closed -$1K – 2737
2014
Q1 		$1K Buy
+85
New +$1.03K ﹤0.01% 2409

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