JSW
FSP

Journey Strategic Wealth’s Franklin Street Properties FSP Stock Holding History

Journey Strategic Wealth’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
Q2 		– Sell
-12,499
Closed -$74K – 157
2022
Q1 		$74K Sell
12,499
-939
-7% -$5.42K 0.01% 176
2021
Q4 		$80K Buy
+13,438
New +$75.1K 0.01% 204

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 $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Journey Strategic Wealth's FSP Position: Q2 2022 in Review

Journey Strategic Wealth sold out of Franklin Street Properties (FSP) in Q2 2022, closing a stake of 12,499 shares — an estimated $74K sold.

Journey Strategic Wealth first reported a position in FSP in Q4 2021 and held it in 2 quarters. The position peaked at $80K in Q4 2021. 182 funds tracked by Wall St. Rank hold FSP as of Q2 2022.

  • Journey Strategic Wealth reported no remaining Franklin Street Properties position as of Q2 2022 after selling out during the quarter.
  • Journey Strategic Wealth sold 12,499 Franklin Street Properties shares in Q2 2022, an estimated $74K.
  • Journey Strategic Wealth first reported a position in Franklin Street Properties in Q4 2021 and held it in 2 quarters.
  • Journey Strategic Wealth's Franklin Street Properties position peaked at $80K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Franklin Street Properties as of Q2 2022.

Based on Journey Strategic Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.