WW
FSP

Waterfront Wealth’s Franklin Street Properties FSP Stock Holding History

Waterfront 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
2022
Q4 		– Sell
-17,144
Closed -$46K – 247
2022
Q3 		$46K Sell
17,144
-7,094
-29% -$23.4K 0.02% 240
2022
Q2 		$101K Sell
24,238
-22,969
-49% -$110K 0.04% 233
2022
Q1 		$267K Sell
47,207
-3,888
-8% -$22.5K 0.09% 205
2021
Q4 		$304K Sell
51,095
-1,226
-2% -$6.85K 0.12% 166
2021
Q3 		$243K Buy
52,321
+13,221
+34% +$64.5K 0.12% 155
2021
Q2 		$206K Buy
+39,100
New +$210K 0.1% 167

Other funds holding FSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Waterfront Wealth's FSP Position: Q4 2022 in Review

Waterfront Wealth sold out of Franklin Street Properties (FSP) in Q4 2022, closing a stake of 17,144 shares — an estimated $46K sold.

Waterfront Wealth first reported a position in FSP in Q2 2021 and held it in 6 quarters. The position peaked at $304K in Q4 2021. 172 funds tracked by Wall St. Rank hold FSP as of Q4 2022.

  • Waterfront Wealth reported no remaining Franklin Street Properties position as of Q4 2022 after selling out during the quarter.
  • Waterfront Wealth sold 17,144 Franklin Street Properties shares in Q4 2022, an estimated $46K.
  • Waterfront Wealth first reported a position in Franklin Street Properties in Q2 2021 and held it in 6 quarters.
  • Waterfront Wealth's Franklin Street Properties position peaked at $304K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Franklin Street Properties as of Q4 2022.

Based on Waterfront Wealth's 13F filing for Q4 2022, filed 31 Jan 2023.