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Dorchester Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Dorchester Wealth Management’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
Q2 		– Sell
-1,475
Closed -$225K – 161
2022
Q1 		$225K Buy
+1,475
New +$182K 0.04% 151
2021
Q3 		– Sell
-1,900
Closed -$223K – 148
2021
Q2 		$223K Buy
+1,900
New +$216K 0.05% 143

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Capital Research Global Investors
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
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Dorchester Wealth Management's FRT Position: Q2 2022 in Review

Dorchester Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q2 2022, closing a stake of 1,475 shares — an estimated $225K sold.

Dorchester Wealth Management first reported a position in FRT in Q2 2021 and held it in 2 quarters. The position peaked at $225K in Q1 2022. 401 funds tracked by Wall St. Rank hold FRT as of Q2 2022.

  • Dorchester Wealth Management reported no remaining Federal Realty Investment Trust position as of Q2 2022 after selling out during the quarter.
  • Dorchester Wealth Management sold 1,475 Federal Realty Investment Trust shares in Q2 2022, an estimated $225K.
  • Dorchester Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2021 and held it in 2 quarters.
  • Dorchester Wealth Management's Federal Realty Investment Trust position peaked at $225K in Q1 2022.
  • 401 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2022.

Based on Dorchester Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.