Sound View Wealth Advisors Group’s Franklin Street Properties FSP Stock Holding History

Sound View Wealth Advisors Group’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
2024 Q2	–	Sell	-44,726	Closed	-$102K	–	363
2024 Q1	$102K	Hold	44,726	–	–	0.01%	369
2023 Q4	$114K	Hold	44,726	–	–	0.01%	379
2023 Q3	$82.7K	Hold	44,726	–	–	0.01%	361
2023 Q2	$64.9K	Hold	44,726	–	–	0.01%	358
2023 Q1	$70.2K	Hold	44,726	–	–	0.01%	360
2022 Q4	$114K	Hold	44,726	–	–	0.01%	379
2022 Q3	$118K	Hold	44,726	–	–	0.03%	264
2022 Q2	$187K	Hold	44,726	–	–	0.04%	275
2022 Q1	$264K	Hold	44,726	–	–	0.05%	255
2021 Q4	$266K	Sell	44,726 -210	-0.5%	-$1.17K	0.05%	256
2021 Q3	$209K	Hold	44,936	–	–	0.04%	276
2021 Q2	$236K	Sell	44,936 -237	-0.5%	-$1.27K	0.05%	260
2021 Q1	$246K	Hold	45,173	–	–	0.06%	241
2020 Q4	$197K	Hold	45,173	–	–	0.05%	248
2020 Q3	$165K	Hold	45,173	–	–	0.04%	241
2020 Q2	$230K	Sell	45,173 -743	-2%	-$3.93K	0.06%	216
2020 Q1	$263K	Hold	45,916	–	–	0.09%	176
2019 Q4	$393K	Sell	45,916 -237	-0.5%	-$2.04K	0.11%	162
2019 Q3	$390K	Sell	46,153 -4,603	-9%	-$36.1K	0.12%	161
2019 Q2	$375K	Buy	+50,756	New	+$385K	0.11%	165

Other funds holding FSP

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.43M AUM 17.52% 1-Year Est. Return

Sound View Wealth Advisors Group's FSP Position: Q2 2024 in Review

Sound View Wealth Advisors Group sold out of Franklin Street Properties (FSP) in Q2 2024, closing a stake of 44,726 shares — an estimated $102K sold.

Sound View Wealth Advisors Group first reported a position in FSP in Q2 2019 and held it in 20 quarters. The position peaked at $393K in Q4 2019. 116 funds tracked by Wall St. Rank hold FSP as of Q2 2024.

Sound View Wealth Advisors Group reported no remaining Franklin Street Properties position as of Q2 2024 after selling out during the quarter.
Sound View Wealth Advisors Group sold 44,726 Franklin Street Properties shares in Q2 2024, an estimated $102K.
Sound View Wealth Advisors Group first reported a position in Franklin Street Properties in Q2 2019 and held it in 20 quarters.
Sound View Wealth Advisors Group's Franklin Street Properties position peaked at $393K in Q4 2019.
116 funds tracked by Wall St. Rank held Franklin Street Properties as of Q2 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.