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SWA
FSP
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
–
1085
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
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27.45%
1-Year Est. Return
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43.33%
1-Year Est. Return
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1-Year Est. Return
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$94.2B AUM
21.24%
1-Year Est. Return
MAP
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New York
$2.3B AUM
115.82%
1-Year Est. Return
PMG
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Irvine, California
$3.47B AUM
13.39%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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