WAM
FSB

Wealthspire Advisors (Maryland)’s Franklin Financial Network, Inc. FSB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-43
Closed -$1K – 2398
2019
Q1 		$1K Hold
43
– – ﹤0.01% 2443
2018
Q4 		$1K Buy
+43
New +$1.42K ﹤0.01% 2387

Other funds holding FSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FSB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Franklin Financial Network, Inc. (FSB) in Q2 2019, closing a stake of 43 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in FSB in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 111 funds tracked by Wall St. Rank hold FSB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Franklin Financial Network, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 43 Franklin Financial Network, Inc. shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Franklin Financial Network, Inc. in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Franklin Financial Network, Inc. position peaked at $1K in Q1 2019.
  • 111 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.