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

Catalyst 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
2023
Q1 		$203K Sell
2,057
-473
-19% -$49.5K 0.19% 117
2022
Q4 		$256K Buy
+2,530
New +$256K 0.24% 108

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Catalyst Wealth Management's FRT Position: Q1 2023 in Review

Catalyst Wealth Management reduced its Federal Realty Investment Trust (FRT) stake by 19% in Q1 2023, selling an estimated $49.5K and leaving 2,057 shares worth $203K. The position accounts for 0.19% of the portfolio, ranked #117.

Catalyst Wealth Management first reported a position in FRT in Q4 2022 and has held it in 2 quarters since. The position peaked at $256K in Q4 2022. 434 funds tracked by Wall St. Rank hold FRT as of Q1 2023.

  • Catalyst Wealth Management held 2,057 shares of Federal Realty Investment Trust worth $203K as of Q1 2023.
  • Catalyst Wealth Management sold 473 Federal Realty Investment Trust shares in Q1 2023, an estimated $49.5K.
  • Federal Realty Investment Trust made up 0.19% of Catalyst Wealth Management's portfolio in Q1 2023, its #117 holding.
  • Catalyst Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's Federal Realty Investment Trust position peaked at $256K in Q4 2022.
  • 434 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.