Concord Wealth Partners’s Federal Realty Investment Trust FRT Stock Holding History

Concord Wealth Partners’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
2022 Q3	–	Sell	-7	Closed	-$1K	–	514
2022 Q2	$1K	Sell	7 -312	-98%	-$35K	﹤0.01%	1134
2022 Q1	$39K	Hold	319	–	–	0.01%	478
2021 Q4	$43K	Buy	319 +7	+2%	+$888	0.01%	478
2021 Q3	$37K	Hold	312	–	–	0.02%	268
2021 Q2	$37K	Hold	312	–	–	0.01%	392
2021 Q1	$32K	Sell	312 -500	-62%	-$48.2K	0.01%	407
2020 Q4	$69K	Buy	+812	New	+$67.6K	0.05%	168

Other funds holding FRT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Concord Wealth Partners's FRT Position: Q3 2022 in Review

Concord Wealth Partners sold out of Federal Realty Investment Trust (FRT) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in FRT in Q4 2020 and held it in 7 quarters. The position peaked at $69K in Q4 2020. 389 funds tracked by Wall St. Rank hold FRT as of Q3 2022.

Concord Wealth Partners reported no remaining Federal Realty Investment Trust position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 7 Federal Realty Investment Trust shares in Q3 2022, an estimated $1K.
Concord Wealth Partners first reported a position in Federal Realty Investment Trust in Q4 2020 and held it in 7 quarters.
Concord Wealth Partners's Federal Realty Investment Trust position peaked at $69K in Q4 2020.
389 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.