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Colonial Trust Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Colonial Trust 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
2024
Q2 		– Sell
-2
Closed -$204 – 865
2024
Q1 		$204 Hold
2
– – ﹤0.01% 980
2023
Q4 		$206 Buy
+2
New +$189 ﹤0.01% 862

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $5.44B AUM 27.71% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Colonial Trust Advisors's FRT Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2024, closing a stake of 2 shares — an estimated $204 sold.

Colonial Trust Advisors first reported a position in FRT in Q4 2023 and held it in 2 quarters. The position peaked at $206 in Q4 2023. 452 funds tracked by Wall St. Rank hold FRT as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 2 Federal Realty Investment Trust shares in Q2 2024, an estimated $204.
  • Colonial Trust Advisors first reported a position in Federal Realty Investment Trust in Q4 2023 and held it in 2 quarters.
  • Colonial Trust Advisors's Federal Realty Investment Trust position peaked at $206 in Q4 2023.
  • 452 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.