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BNC Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

BNC Wealth Management’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
2020
Q4 		– Sell
-300
Closed -$22K – 238
2020
Q3 		$22K Buy
+300
New +$23.7K 0.02% 216

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Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

BNC Wealth Management's FRT Position: Q4 2020 in Review

BNC Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q4 2020, closing a stake of 300 shares — an estimated $22K sold.

BNC Wealth Management first reported a position in FRT in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 379 funds tracked by Wall St. Rank hold FRT as of Q4 2020.

  • BNC Wealth Management reported no remaining Federal Realty Investment Trust position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 300 Federal Realty Investment Trust shares in Q4 2020, an estimated $22K.
  • BNC Wealth Management first reported a position in Federal Realty Investment Trust in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Federal Realty Investment Trust position peaked at $22K in Q3 2020.
  • 379 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.