ATPW
FRT icon

Ashton Thomas Private Wealth’s Federal Realty Investment Trust FRT Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-952
Closed -$96.1K – 1063
2024
Q2 		$96.1K Buy
+952
New +$96.1K 0.01% 762

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Ashton Thomas Private Wealth's FRT Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Federal Realty Investment Trust (FRT) in Q3 2024, closing a stake of 952 shares — an estimated $96.1K sold.

Ashton Thomas Private Wealth first reported a position in FRT in Q2 2024 and held it in 1 quarter. The position peaked at $96.1K in Q2 2024. 504 funds tracked by Wall St. Rank hold FRT as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Federal Realty Investment Trust position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 952 Federal Realty Investment Trust shares in Q3 2024, an estimated $96.1K.
  • Ashton Thomas Private Wealth first reported a position in Federal Realty Investment Trust in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Federal Realty Investment Trust position peaked at $96.1K in Q2 2024.
  • 504 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.