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Baldwin Wealth Partners’s Federal Realty Investment Trust FRT Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-78
Closed -$8.97K – 531
2024
Q3 		$8.97K Buy
+78
New +$8.71K ﹤0.01% 812
2022
Q4 		– Sell
-350
Closed -$32K – 795
2022
Q3 		$32K Hold
350
– – ﹤0.01% 387
2022
Q2 		$34K Buy
+350
New +$39.3K ﹤0.01% 405

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Baldwin Wealth Partners's FRT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Federal Realty Investment Trust (FRT) in Q4 2024, closing a stake of 78 shares — an estimated $8.97K sold.

Baldwin Wealth Partners first reported a position in FRT in Q2 2022 and held it in 3 quarters. The position peaked at $34K in Q2 2022. 490 funds tracked by Wall St. Rank hold FRT as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Federal Realty Investment Trust position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 78 Federal Realty Investment Trust shares in Q4 2024, an estimated $8.97K.
  • Baldwin Wealth Partners first reported a position in Federal Realty Investment Trust in Q2 2022 and held it in 3 quarters.
  • Baldwin Wealth Partners's Federal Realty Investment Trust position peaked at $34K in Q2 2022.
  • 490 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.