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

TCI 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 Q2	–	Sell	-1,798	Closed	-$2.82K	–	966
2023 Q1	$2.82K	Buy	1,798 +303	+20%	+$761	﹤0.01%	1877
2022 Q4	$4.08K	Buy	+1,495	New	+$4.14K	﹤0.01%	1661
2022 Q1	–	Sell	-467	Closed	-$3K	–	2295
2021 Q4	$3K	Buy	+467	New	+$2.61K	﹤0.01%	1999
2021 Q2	–	Sell	-256	Closed	-$1K	–	2358
2021 Q1	$1K	Buy	+256	New	+$1.27K	﹤0.01%	2061
2020 Q1	–	Sell	-254	Closed	-$2K	–	1568
2019 Q4	$2K	Hold	254	–	–	﹤0.01%	1143
2019 Q3	$2K	Buy	+254	New	+$1.99K	﹤0.01%	1075
2019 Q2	–	Hold	0	–	–	–	1009
2019 Q1	–	Hold	0	–	–	–	1023
2018 Q4	–	Hold	0	–	–	–	993
2018 Q2	–	Sell	-133	Closed	-$1K	–	1534
2018 Q1	$1K	Buy	+133	New	+$1.23K	﹤0.01%	1136
2017 Q4	–	Hold	0	–	–	–	898
2017 Q3	–	Hold	0	–	–	–	840
2017 Q2	–	Hold	0	–	–	–	805
2017 Q1	–	Hold	0	–	–	–	763
2016 Q4	–	Hold	0	–	–	–	819
2016 Q3	–	Hold	0	–	–	–	966
2016 Q2	–	Hold	0	–	–	–	929
2016 Q1	–	Hold	0	–	–	–	1078

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

TCI Wealth Advisors's FSP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Franklin Street Properties (FSP) in Q2 2023, closing a stake of 1,798 shares — an estimated $2.82K sold.

TCI Wealth Advisors first reported a position in FSP in Q1 2018 and held it in 7 quarters. The position peaked at $4.08K in Q4 2022. 126 funds tracked by Wall St. Rank hold FSP as of Q2 2023.

TCI Wealth Advisors reported no remaining Franklin Street Properties position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,798 Franklin Street Properties shares in Q2 2023, an estimated $2.82K.
TCI Wealth Advisors first reported a position in Franklin Street Properties in Q1 2018 and held it in 7 quarters.
TCI Wealth Advisors's Franklin Street Properties position peaked at $4.08K in Q4 2022.
126 funds tracked by Wall St. Rank held Franklin Street Properties as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.