FPCP
SBI

Fort Point Capital Partners’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Fort Point Capital Partners’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-61,276
Closed -$482K – 334
2024
Q2 		$482K Buy
61,276
+11,174
+22% +$86.9K 0.06% 197
2024
Q1 		$397K Buy
50,102
+25,389
+103% +$199K 0.05% 217
2023
Q4 		$190K Buy
24,713
+8,425
+52% +$62.2K 0.03% 286
2023
Q3 		$117K Buy
+16,288
New +$122K 0.02% 273

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Fort Point Capital Partners's SBI Position: Q3 2024 in Review

Fort Point Capital Partners sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2024, closing a stake of 61,276 shares — an estimated $482K sold.

Fort Point Capital Partners first reported a position in SBI in Q3 2023 and held it in 4 quarters. The position peaked at $482K in Q2 2024. 58 funds tracked by Wall St. Rank hold SBI as of Q3 2024.

  • Fort Point Capital Partners reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2024 after selling out during the quarter.
  • Fort Point Capital Partners sold 61,276 Western Asset Intermediate Muni Fund shares in Q3 2024, an estimated $482K.
  • Fort Point Capital Partners first reported a position in Western Asset Intermediate Muni Fund in Q3 2023 and held it in 4 quarters.
  • Fort Point Capital Partners's Western Asset Intermediate Muni Fund position peaked at $482K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.