WP
FSP

WealthSource Partners’s Franklin Street Properties FSP Stock Holding History

WealthSource Partners’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
Q3 		– Sell
-16,800
Closed -$70K – 513
2022
Q2 		$70K Buy
16,800
+900
+6% +$4.32K 0.01% 500
2022
Q1 		$94K Buy
+15,900
New +$91.8K 0.01% 560

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

WealthSource Partners's FSP Position: Q3 2022 in Review

WealthSource Partners sold out of Franklin Street Properties (FSP) in Q3 2022, closing a stake of 16,800 shares — an estimated $70K sold.

WealthSource Partners first reported a position in FSP in Q1 2022 and held it in 2 quarters. The position peaked at $94K in Q1 2022. 182 funds tracked by Wall St. Rank hold FSP as of Q3 2022.

  • WealthSource Partners reported no remaining Franklin Street Properties position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 16,800 Franklin Street Properties shares in Q3 2022, an estimated $70K.
  • WealthSource Partners first reported a position in Franklin Street Properties in Q1 2022 and held it in 2 quarters.
  • WealthSource Partners's Franklin Street Properties position peaked at $94K in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Franklin Street Properties as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.