PWPS
FSP

Pinnacle Wealth Planning Services’s Franklin Street Properties FSP Stock Holding History

Pinnacle Wealth Planning Services’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
2023
Q1 		– Sell
-34,668
Closed -$94.6K – 486
2022
Q4 		$94.6K Buy
+34,668
New +$96K 0.02% 403
2021
Q1 		– Sell
-4,021
Closed -$18K – 951
2020
Q4 		$18K Buy
+4,021
New +$17.7K ﹤0.01% 1191

Other funds holding FSP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Pinnacle Wealth Planning Services's FSP Position: Q1 2023 in Review

Pinnacle Wealth Planning Services sold out of Franklin Street Properties (FSP) in Q1 2023, closing a stake of 34,668 shares — an estimated $94.6K sold.

Pinnacle Wealth Planning Services first reported a position in FSP in Q4 2020 and held it in 2 quarters. The position peaked at $94.6K in Q4 2022. 147 funds tracked by Wall St. Rank hold FSP as of Q1 2023.

  • Pinnacle Wealth Planning Services reported no remaining Franklin Street Properties position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 34,668 Franklin Street Properties shares in Q1 2023, an estimated $94.6K.
  • Pinnacle Wealth Planning Services first reported a position in Franklin Street Properties in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Franklin Street Properties position peaked at $94.6K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held Franklin Street Properties as of Q1 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2023, filed 3 May 2023.