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FBRT

Old Point Trust & Financial Services N A’s Franklin BSP Realty Trust FBRT Stock Holding History

Old Point Trust & Financial Services N A’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
2024
Q2 		– Sell
-82
Closed -$1.1K – 412
2024
Q1 		$1.1K Buy
+82
New +$1.07K ﹤0.01% 468

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Old Point Trust & Financial Services N A's FBRT Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Franklin BSP Realty Trust (FBRT) in Q2 2024, closing a stake of 82 shares — an estimated $1.1K sold.

Old Point Trust & Financial Services N A first reported a position in FBRT in Q1 2024 and held it in 1 quarter. The position peaked at $1.1K in Q1 2024. 188 funds tracked by Wall St. Rank hold FBRT as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Franklin BSP Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 82 Franklin BSP Realty Trust shares in Q2 2024, an estimated $1.1K.
  • Old Point Trust & Financial Services N A first reported a position in Franklin BSP Realty Trust in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Franklin BSP Realty Trust position peaked at $1.1K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.