Avion Wealth’s First Industrial Realty Trust FR Stock Holding History

Avion Wealth’s Portfolio FR Stock Details FR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20	Closed	–	–	1166
2023 Q3	$0	Buy	+20	New	+$1.03K	﹤0.01%	938
2023 Q2	–	Sell	-10	Closed	–	–	827
2023 Q1	$0	Buy	+10	New	+$521	﹤0.01%	610

Other funds holding FR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avion Wealth's FR Position: Q4 2023 in Review

Avion Wealth sold out of First Industrial Realty Trust (FR) in Q4 2023, closing a stake of 20 shares.

Avion Wealth first reported a position in FR in Q1 2023 and held it in 2 quarters. The position peaked at $0 in Q3 2023. 362 funds tracked by Wall St. Rank hold FR as of Q4 2023.

Avion Wealth reported no remaining First Industrial Realty Trust position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 20 First Industrial Realty Trust shares in Q4 2023.
Avion Wealth first reported a position in First Industrial Realty Trust in Q1 2023 and held it in 2 quarters.
Avion Wealth's First Industrial Realty Trust position peaked at $0 in Q3 2023.
362 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.