Sterling Financial Group’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Sterling Financial Group’s Portfolio FISK Stock Details FISK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,329	Closed	-$101K	–	65
2023 Q4	$101K	Hold	10,329	–	–	0.06%	61
2023 Q3	$74.3K	Hold	10,329	–	–	0.05%	60
2023 Q2	$71.7K	Hold	10,329	–	–	0.05%	60
2023 Q1	$62K	Hold	10,329	–	–	0.05%	52
2022 Q4	$62K	Buy	+10,329	New	+$69.3K	0.05%	52

Other funds holding FISK

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

DFG

Delta Financial Group Basking Ridge, New Jersey $438M AUM 19.29% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Financial Group's FISK Position: Q1 2024 in Review

Sterling Financial Group sold out of Empire State Realty OP LP Series 250 (FISK) in Q1 2024, closing a stake of 10,329 shares — an estimated $101K sold.

Sterling Financial Group first reported a position in FISK in Q4 2022 and held it in 5 quarters. The position peaked at $101K in Q4 2023. 6 funds tracked by Wall St. Rank hold FISK as of Q1 2024.

Sterling Financial Group reported no remaining Empire State Realty OP LP Series 250 position as of Q1 2024 after selling out during the quarter.
Sterling Financial Group sold 10,329 Empire State Realty OP LP Series 250 shares in Q1 2024, an estimated $101K.
Sterling Financial Group first reported a position in Empire State Realty OP LP Series 250 in Q4 2022 and held it in 5 quarters.
Sterling Financial Group's Empire State Realty OP LP Series 250 position peaked at $101K in Q4 2023.
6 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q1 2024.

Based on Sterling Financial Group's 13F filing for Q1 2024, filed 10 Apr 2024.