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CSat Investment Advisory’s Federal Realty Investment Trust FRT Stock Holding History

CSat Investment Advisory’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
2021
Q1 		$99K Sell
979
-67
-6% -$6.46K 0.08% 88
2020
Q4 		$89K Sell
1,046
-207
-17% -$17.2K 0.08% 83
2020
Q3 		$92K Buy
1,253
+314
+33% +$24.8K 0.01% 498
2020
Q2 		$80K Buy
939
+487
+108% +$39.3K 0.01% 551
2020
Q1 		$33K Buy
452
+10
+2% +$1.15K 0.01% 632
2019
Q4 		$57K Buy
442
+76
+21% +$10.1K 0.02% 588
2019
Q3 		$50K Buy
366
+21
+6% +$2.77K 0.02% 541
2019
Q2 		$45K Buy
345
+121
+54% +$16.1K 0.02% 584
2019
Q1 		$31K Buy
224
+24
+12% +$3.14K 0.02% 221
2018
Q4 		$24K Buy
200
+36
+22% +$4.52K 0.01% 229
2018
Q3 		$21K Buy
164
+3
+2% +$381 0.01% 215
2018
Q2 		$20K Buy
+161
New +$19K 0.01% 203

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's FRT Position: Q1 2021 in Review

CSat Investment Advisory reduced its Federal Realty Investment Trust (FRT) stake by 6.4% in Q1 2021, selling an estimated $6.46K and leaving 979 shares worth $99K. The position accounts for 0.08% of the portfolio, ranked #88.

CSat Investment Advisory first reported a position in FRT in Q2 2018 and has held it in 12 quarters since. 386 funds tracked by Wall St. Rank hold FRT as of Q1 2021.

  • CSat Investment Advisory held 979 shares of Federal Realty Investment Trust worth $99K as of Q1 2021.
  • CSat Investment Advisory sold 67 Federal Realty Investment Trust shares in Q1 2021, an estimated $6.46K.
  • Federal Realty Investment Trust made up 0.08% of CSat Investment Advisory's portfolio in Q1 2021, its #88 holding.
  • CSat Investment Advisory first reported a position in Federal Realty Investment Trust in Q2 2018 and has held it in 12 quarters since.
  • 386 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.