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Evolution Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-75
Closed -$9K – 336
2021
Q3 		$9K Hold
75
– – ﹤0.01% 410
2021
Q2 		$9K Hold
75
– – ﹤0.01% 422
2021
Q1 		$8K Hold
75
– – ﹤0.01% 452
2020
Q4 		$6K Hold
75
– – ﹤0.01% 416
2020
Q3 		$6K Hold
75
– – ﹤0.01% 415
2020
Q2 		$6K Buy
+75
New +$6.05K ﹤0.01% 342

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evolution Wealth Advisors's FRT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q4 2021, closing a stake of 75 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in FRT in Q2 2020 and held it in 6 quarters. The position peaked at $9K in Q3 2021. 341 funds tracked by Wall St. Rank hold FRT as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 75 Federal Realty Investment Trust shares in Q4 2021, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in Federal Realty Investment Trust in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's Federal Realty Investment Trust position peaked at $9K in Q3 2021.
  • 341 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.