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Concourse Financial Group Securities’s Federal Realty Investment Trust FRT Stock Holding History

Concourse Financial Group Securities’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
Q2 		– Sell
-32
Closed -$3.01K – 2379
2023
Q1 		$3.2K Hold
32
– – ﹤0.01% 1970
2022
Q4 		$3.27K Hold
32
– – ﹤0.01% 1949
2022
Q3 		$3K Sell
32
-7
-18% -$711 ﹤0.01% 1738
2022
Q2 		$4K Buy
+39
New +$4.38K ﹤0.01% 1899

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's FRT Position: Q2 2023 in Review

Concourse Financial Group Securities sold out of Federal Realty Investment Trust (FRT) in Q2 2023, closing a stake of 32 shares — an estimated $3.01K sold.

Concourse Financial Group Securities first reported a position in FRT in Q2 2022 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 416 funds tracked by Wall St. Rank hold FRT as of Q2 2023.

  • Concourse Financial Group Securities reported no remaining Federal Realty Investment Trust position as of Q2 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 32 Federal Realty Investment Trust shares in Q2 2023, an estimated $3.01K.
  • Concourse Financial Group Securities first reported a position in Federal Realty Investment Trust in Q2 2022 and held it in 4 quarters.
  • Concourse Financial Group Securities's Federal Realty Investment Trust position peaked at $4K in Q2 2022.
  • 416 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2023.

Based on Concourse Financial Group Securities's 13F filing for Q2 2023, filed 10 Aug 2023.