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

Filbrandt 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
2020 Q4	–	Sell	-2,300	Closed	-$169K	–	169
2020 Q3	$169K	Hold	2,300	–	–	0.13%	32
2020 Q2	$196K	Hold	2,300	–	–	0.16%	41
2020 Q1	$172K	Hold	2,300	–	–	0.19%	28
2019 Q4	$296K	Buy	+2,300	New	+$306K	0.26%	20

Other funds holding FRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Filbrandt Wealth Management's FRT Position: Q4 2020 in Review

Filbrandt Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q4 2020, closing a stake of 2,300 shares — an estimated $169K sold.

Filbrandt Wealth Management first reported a position in FRT in Q4 2019 and held it in 4 quarters. The position peaked at $296K in Q4 2019. 379 funds tracked by Wall St. Rank hold FRT as of Q4 2020.

Filbrandt Wealth Management reported no remaining Federal Realty Investment Trust position as of Q4 2020 after selling out during the quarter.
Filbrandt Wealth Management sold 2,300 Federal Realty Investment Trust shares in Q4 2020, an estimated $169K.
Filbrandt Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2019 and held it in 4 quarters.
Filbrandt Wealth Management's Federal Realty Investment Trust position peaked at $296K in Q4 2019.
379 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2020.

Based on Filbrandt Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.