Bedel Financial Consulting’s Federal Realty Investment Trust FRT Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-100	Closed	-$12K	–	435
2022 Q1	$12K	Hold	100	–	–	﹤0.01%	627
2021 Q4	$14K	Hold	100	–	–	﹤0.01%	629
2021 Q3	$12K	Hold	100	–	–	﹤0.01%	635
2021 Q2	$12K	Hold	100	–	–	﹤0.01%	637
2021 Q1	$10K	Buy	+100	New	+$9.64K	﹤0.01%	636

Other funds holding FRT

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bedel Financial Consulting's FRT Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Federal Realty Investment Trust (FRT) in Q2 2022, closing a stake of 100 shares — an estimated $12K sold.

Bedel Financial Consulting first reported a position in FRT in Q1 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 401 funds tracked by Wall St. Rank hold FRT as of Q2 2022.

Bedel Financial Consulting reported no remaining Federal Realty Investment Trust position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 100 Federal Realty Investment Trust shares in Q2 2022, an estimated $12K.
Bedel Financial Consulting first reported a position in Federal Realty Investment Trust in Q1 2021 and held it in 5 quarters.
Bedel Financial Consulting's Federal Realty Investment Trust position peaked at $14K in Q4 2021.
401 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.