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Coppell Advisory Solutions Corp’s Federal Realty Investment Trust FRT Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$307K Buy
3,219
+704
+28% +$73.6K 0.1% 155
2022
Q4 		$254K Buy
+2,515
New +$255K 0.09% 151

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RC
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Invesco
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Geode Capital Management
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Coppell Advisory Solutions Corp's FRT Position: Q1 2023 in Review

Coppell Advisory Solutions Corp increased its Federal Realty Investment Trust (FRT) stake by 28% in Q1 2023, buying an estimated $73.6K and bringing the position to 3,219 shares worth $307K. The position accounts for 0.1% of the portfolio, ranked #155.

Coppell Advisory Solutions Corp first reported a position in FRT in Q4 2022 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold FRT as of Q1 2023.

  • Coppell Advisory Solutions Corp held 3,219 shares of Federal Realty Investment Trust worth $307K as of Q1 2023.
  • Coppell Advisory Solutions Corp bought 704 Federal Realty Investment Trust shares in Q1 2023, an estimated $73.6K.
  • Federal Realty Investment Trust made up 0.1% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #155 holding.
  • Coppell Advisory Solutions Corp first reported a position in Federal Realty Investment Trust in Q4 2022 and has held it in 2 quarters since.
  • 433 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.