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Clarus Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-661
Closed -$85K – 288
2019
Q2 		$85K Buy
661
+5
+0.8% +$663 0.06% 214
2019
Q1 		$90K Buy
656
+5
+0.8% +$655 0.07% 213
2018
Q4 		$77K Buy
651
+106
+19% +$13.3K 0.12% 203
2018
Q3 		$69K Buy
545
+67
+14% +$8.51K 0.05% 254
2018
Q2 		$55K Buy
+478
New +$56.4K 0.04% 267

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clarus Wealth Advisors's FRT Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q3 2019, closing a stake of 661 shares — an estimated $85K sold.

Clarus Wealth Advisors first reported a position in FRT in Q2 2018 and held it in 5 quarters. The position peaked at $90K in Q1 2019. 432 funds tracked by Wall St. Rank hold FRT as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 661 Federal Realty Investment Trust shares in Q3 2019, an estimated $85K.
  • Clarus Wealth Advisors first reported a position in Federal Realty Investment Trust in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Federal Realty Investment Trust position peaked at $90K in Q1 2019.
  • 432 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.