Sutton Wealth Advisors’s Franklin Street Properties FSP Stock Holding History

Sutton Wealth Advisors’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	-5,049	Closed	-$13.8K	–	1084
2022 Q4	$13.8K	Buy	5,049 +5,014	+14,326%	+$13.9K	0.01%	834
2022 Q3	$92	Sell	35 -2,946	-99%	-$9.71K	﹤0.01%	1615
2022 Q2	$12.4K	Sell	2,981 -13	-0.4%	-$62	﹤0.01%	830
2022 Q1	$17.7K	Hold	2,994	–	–	0.01%	747
2021 Q4	$17.8K	Buy	2,994 +36	+1%	+$201	0.01%	746
2021 Q3	$13.7K	Hold	2,958	–	–	0.01%	809
2021 Q2	$15.6K	Hold	2,958	–	–	0.01%	779
2021 Q1	$16.1K	Hold	2,958	–	–	0.01%	741
2020 Q4	$12.9K	Buy	+2,958	New	+$13K	0.01%	742
2020 Q2	–	Sell	-2,601	Closed	-$14.9K	–	1235
2020 Q1	$14.9K	Hold	2,601	–	–	0.01%	549
2019 Q4	$22.3K	Hold	2,601	–	–	0.01%	562
2019 Q3	$22K	Hold	2,601	–	–	0.01%	553
2019 Q2	$19.2K	Hold	2,601	–	–	0.01%	592
2019 Q1	$18.7K	Buy	+2,601	New	+$18.7K	0.01%	596
2018 Q4	–	Sell	-3,482	Closed	-$27.8K	–	1150
2018 Q3	$27.8K	Hold	3,482	–	–	0.02%	470
2018 Q2	$29.8K	Buy	+3,482	New	+$27.6K	0.02%	438

Other funds holding FSP

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Sutton Wealth Advisors's FSP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Franklin Street Properties (FSP) in Q1 2023, closing a stake of 5,049 shares — an estimated $13.8K sold.

Sutton Wealth Advisors first reported a position in FSP in Q2 2018 and held it in 16 quarters. The position peaked at $29.8K in Q2 2018. 147 funds tracked by Wall St. Rank hold FSP as of Q1 2023.

Sutton Wealth Advisors reported no remaining Franklin Street Properties position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 5,049 Franklin Street Properties shares in Q1 2023, an estimated $13.8K.
Sutton Wealth Advisors first reported a position in Franklin Street Properties in Q2 2018 and held it in 16 quarters.
Sutton Wealth Advisors's Franklin Street Properties position peaked at $29.8K in Q2 2018.
147 funds tracked by Wall St. Rank held Franklin Street Properties as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.