IFWM
FSP

Institute for Wealth Management’s Franklin Street Properties FSP Stock Holding History

Institute for Wealth 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
2022
Q3 		– Sell
-24,853
Closed -$104K – 480
2022
Q2 		$104K Buy
+24,853
New +$119K 0.02% 515

Other funds holding FSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Institute for Wealth Management's FSP Position: Q3 2022 in Review

Institute for Wealth Management sold out of Franklin Street Properties (FSP) in Q3 2022, closing a stake of 24,853 shares — an estimated $104K sold.

Institute for Wealth Management first reported a position in FSP in Q2 2022 and held it in 1 quarter. The position peaked at $104K in Q2 2022. 182 funds tracked by Wall St. Rank hold FSP as of Q3 2022.

  • Institute for Wealth Management reported no remaining Franklin Street Properties position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 24,853 Franklin Street Properties shares in Q3 2022, an estimated $104K.
  • Institute for Wealth Management first reported a position in Franklin Street Properties in Q2 2022 and held it in 1 quarter.
  • Institute for Wealth Management's Franklin Street Properties position peaked at $104K in Q2 2022.
  • 182 funds tracked by Wall St. Rank held Franklin Street Properties as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.