SW
FSP

SVB Wealth’s Franklin Street Properties FSP Stock Holding History

SVB Wealth’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
2025
Q1 		– Sell
-11,985
Closed -$21.9K – 1587
2024
Q4 		$21.9K Buy
+11,985
New +$21.9K ﹤0.01% 743
2024
Q3 		– Sell
-14,985
Closed -$22.9K – 229
2024
Q2 		$22.9K Hold
14,985
– – ﹤0.01% 740
2024
Q1 		$34K Hold
14,985
– – ﹤0.01% 842
2023
Q4 		$38.4K Buy
+14,985
New +$32.3K ﹤0.01% 858
2022
Q3 		– Sell
-10,130
Closed -$43K – 999
2022
Q2 		$43K Sell
10,130
-1,562
-13% -$7.49K ﹤0.01% 737
2022
Q1 		$69K Buy
+11,692
New +$67.5K ﹤0.01% 734
2015
Q3 		– Sell
-43,505
Closed -$492K – 561
2015
Q2 		$492K Hold
43,505
– – 0.02% 441
2015
Q1 		$558K Hold
43,505
– – 0.02% 401
2014
Q4 		$534K Buy
+43,505
New +$520K 0.02% 395

Other funds holding FSP

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return