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Cape Investment Advisory’s Federal Realty Investment Trust FRT Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-150
Closed -$15.5K – 1011
2023
Q4 		$15.5K Buy
+150
New +$14.2K 0.01% 582

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RC
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Capital Research Global Investors
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cape Investment Advisory's FRT Position: Q1 2024 in Review

Cape Investment Advisory sold out of Federal Realty Investment Trust (FRT) in Q1 2024, closing a stake of 150 shares — an estimated $15.5K sold.

Cape Investment Advisory first reported a position in FRT in Q4 2023 and held it in 1 quarter. The position peaked at $15.5K in Q4 2023. 449 funds tracked by Wall St. Rank hold FRT as of Q1 2024.

  • Cape Investment Advisory reported no remaining Federal Realty Investment Trust position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 150 Federal Realty Investment Trust shares in Q1 2024, an estimated $15.5K.
  • Cape Investment Advisory first reported a position in Federal Realty Investment Trust in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Federal Realty Investment Trust position peaked at $15.5K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.