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

Clearview 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
2023 Q3	–	Sell	-20	Closed	-$1.94K	–	301
2023 Q2	$1.94K	Buy	20 +1	+5%	+$94	﹤0.01%	535
2023 Q1	$1.97K	Hold	19	–	–	﹤0.01%	520
2022 Q4	$2K	Hold	19	–	–	﹤0.01%	480
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	489
2022 Q2	$2K	Sell	19 -88	-82%	-$9.88K	﹤0.01%	494
2022 Q1	$13K	Hold	107	–	–	0.01%	346
2021 Q4	$15K	Buy	107 +1	+0.9%	+$127	0.01%	363
2021 Q3	$13K	Buy	106 +9	+9%	+$1.07K	0.01%	384
2021 Q2	$11K	Buy	97 +1	+1%	+$114	0.01%	405
2021 Q1	$10K	Buy	96 +1	+1%	+$96	0.01%	406
2020 Q4	$8K	Buy	+95	New	+$7.9K	0.01%	401

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Clearview Wealth Advisors's FRT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q3 2023, closing a stake of 20 shares — an estimated $1.94K sold.

Clearview Wealth Advisors first reported a position in FRT in Q4 2020 and held it in 11 quarters. The position peaked at $15K in Q4 2021. 414 funds tracked by Wall St. Rank hold FRT as of Q3 2023.

Clearview Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 20 Federal Realty Investment Trust shares in Q3 2023, an estimated $1.94K.
Clearview Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Federal Realty Investment Trust position peaked at $15K in Q4 2021.
414 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.