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Bogart Wealth LLC’s Federal Realty Investment Trust FRT Stock Holding History

Bogart Wealth LLC’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
2023
Q1 		– Sell
-20
Closed -$2.02K – 1146
2022
Q4 		$2.02K Buy
+20
New +$2.02K ﹤0.01% 793

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State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
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
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

Bogart Wealth LLC's FRT Position: Q1 2023 in Review

Bogart Wealth LLC sold out of Federal Realty Investment Trust (FRT) in Q1 2023, closing a stake of 20 shares — an estimated $2.02K sold.

Bogart Wealth LLC first reported a position in FRT in Q4 2022 and held it in 1 quarter. The position peaked at $2.02K in Q4 2022. 433 funds tracked by Wall St. Rank hold FRT as of Q1 2023.

  • Bogart Wealth LLC reported no remaining Federal Realty Investment Trust position as of Q1 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 20 Federal Realty Investment Trust shares in Q1 2023, an estimated $2.02K.
  • Bogart Wealth LLC first reported a position in Federal Realty Investment Trust in Q4 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's Federal Realty Investment Trust position peaked at $2.02K in Q4 2022.
  • 433 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2023.

Based on Bogart Wealth LLC's 13F filing for Q1 2023, filed 21 Apr 2023.