FCG
FBRT

Financial Connections Group’s Franklin BSP Realty Trust FBRT Stock Holding History

Financial Connections Group’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
Q2 		– Sell
-197
Closed -$2K – 250
2023
Q1 		$2K Buy
197
+5
+3% +$67 ﹤0.01% 223
2022
Q4 		$2K Buy
192
+6
+3% +$80 ﹤0.01% 214
2022
Q3 		$2K Buy
186
+5
+3% +$69 ﹤0.01% 197
2022
Q2 		$2K Buy
181
+4
+2% +$57 ﹤0.01% 253
2022
Q1 		$2K Buy
177
+3
+2% +$41 ﹤0.01% 254
2021
Q4 		$2K Buy
+174
New +$2.81K ﹤0.01% 272

Other funds holding FBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Connections Group's FBRT Position: Q2 2023 in Review

Financial Connections Group sold out of Franklin BSP Realty Trust (FBRT) in Q2 2023, closing a stake of 197 shares — an estimated $2K sold.

Financial Connections Group first reported a position in FBRT in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2023. 181 funds tracked by Wall St. Rank hold FBRT as of Q2 2023.

  • Financial Connections Group reported no remaining Franklin BSP Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Financial Connections Group sold 197 Franklin BSP Realty Trust shares in Q2 2023, an estimated $2K.
  • Financial Connections Group first reported a position in Franklin BSP Realty Trust in Q4 2021 and held it in 6 quarters.
  • Financial Connections Group's Franklin BSP Realty Trust position peaked at $2K in Q1 2023.
  • 181 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2023.

Based on Financial Connections Group's 13F filing for Q2 2023, filed 14 Jul 2023.