Arkadios Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Arkadios Wealth Advisors’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-550	Closed	-$64K	–	1012
2021 Q3	$64K	Buy	550 +51	+10%	+$6.04K	0.01%	805
2021 Q2	$58K	Buy	499 +320	+179%	+$36.3K	0.01%	873
2021 Q1	$18K	Buy	+179	New	+$17.3K	﹤0.01%	1003
2020 Q2	–	Sell	-12	Closed	-$895	–	1015
2020 Q1	$895	Hold	12	–	–	﹤0.01%	976
2019 Q4	$1.5K	Buy	+12	New	+$1.59K	﹤0.01%	847

Other funds holding FRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arkadios Wealth Advisors's FRT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q4 2021, closing a stake of 550 shares — an estimated $64K sold.

Arkadios Wealth Advisors first reported a position in FRT in Q4 2019 and held it in 5 quarters. The position peaked at $64K in Q3 2021. 341 funds tracked by Wall St. Rank hold FRT as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 550 Federal Realty Investment Trust shares in Q4 2021, an estimated $64K.
Arkadios Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2019 and held it in 5 quarters.
Arkadios Wealth Advisors's Federal Realty Investment Trust position peaked at $64K in Q3 2021.
341 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.