Transform Wealth’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Transform Wealth’s Portfolio FISK Stock Details FISK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,551	Closed	-$149K	–	266
2024 Q3	$149K	Hold	13,551	–	–	0.01%	214
2024 Q2	$109K	Hold	13,551	–	–	0.01%	213
2024 Q1	$122K	Hold	13,551	–	–	0.01%	219
2023 Q4	$132K	Sell	13,551 -14	-0.1%	-$123	0.01%	235
2023 Q3	$108K	Hold	13,565	–	–	0.01%	236
2023 Q2	$94.1K	Hold	13,565	–	–	0.01%	257
2023 Q1	$84.2K	Hold	13,565	–	–	0.01%	249
2022 Q4	$81.4K	Hold	13,565	–	–	0.01%	217
2022 Q3	$79K	Hold	13,565	–	–	0.01%	184
2022 Q2	$88K	Hold	13,565	–	–	0.01%	198
2022 Q1	$123K	Hold	13,565	–	–	0.01%	219
2021 Q4	$105K	Hold	13,565	–	–	0.01%	217
2021 Q3	$128K	Hold	13,565	–	–	0.01%	221
2021 Q2	$142K	Hold	13,565	–	–	0.02%	221
2021 Q1	$151K	Hold	13,565	–	–	0.03%	194
2020 Q4	$125K	Sell	13,565 -8,309	-38%	-$66.7K	0.03%	194
2020 Q3	$131K	Hold	21,874	–	–	0.02%	210
2020 Q2	$148K	Hold	21,874	–	–	0.03%	217
2020 Q1	$189K	Hold	21,874	–	–	0.04%	194
2019 Q4	$302K	Buy	+21,874	New	+$305K	0.05%	190

Other funds holding FISK

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

DFG

Delta Financial Group Basking Ridge, New Jersey $438M AUM 19.29% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transform Wealth's FISK Position: Q4 2024 in Review

Transform Wealth sold out of Empire State Realty OP LP Series 250 (FISK) in Q4 2024, closing a stake of 13,551 shares — an estimated $149K sold.

Transform Wealth first reported a position in FISK in Q4 2019 and held it in 20 quarters. The position peaked at $302K in Q4 2019. 8 funds tracked by Wall St. Rank hold FISK as of Q4 2024.

Transform Wealth reported no remaining Empire State Realty OP LP Series 250 position as of Q4 2024 after selling out during the quarter.
Transform Wealth sold 13,551 Empire State Realty OP LP Series 250 shares in Q4 2024, an estimated $149K.
Transform Wealth first reported a position in Empire State Realty OP LP Series 250 in Q4 2019 and held it in 20 quarters.
Transform Wealth's Empire State Realty OP LP Series 250 position peaked at $302K in Q4 2019.
8 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.