Tarbox Family Office’s Franklin Financial Network, Inc. FSB Stock Holding History

Tarbox Family Office’s Portfolio FSB Stock Details FSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-71	Closed	-$2K	–	1403
2019 Q4	$2K	Hold	71	–	–	﹤0.01%	905
2019 Q3	$2K	Hold	71	–	–	﹤0.01%	837
2019 Q2	$2K	Buy	+71	New	+$1.97K	﹤0.01%	849

Other funds holding FSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tarbox Family Office's FSB Position: Q1 2020 in Review

Tarbox Family Office sold out of Franklin Financial Network, Inc. (FSB) in Q1 2020, closing a stake of 71 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in FSB in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 108 funds tracked by Wall St. Rank hold FSB as of Q1 2020.

Tarbox Family Office reported no remaining Franklin Financial Network, Inc. position as of Q1 2020 after selling out during the quarter.
Tarbox Family Office sold 71 Franklin Financial Network, Inc. shares in Q1 2020, an estimated $2K.
Tarbox Family Office first reported a position in Franklin Financial Network, Inc. in Q2 2019 and held it in 3 quarters.
Tarbox Family Office's Franklin Financial Network, Inc. position peaked at $2K in Q4 2019.
108 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.