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Financial Advocates Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-9,329
Closed -$922K – 719
2023
Q1 		$922K Buy
9,329
+67
+0.7% +$7.01K 0.07% 305
2022
Q4 		$936K Buy
+9,262
New +$938K 0.07% 303

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Advocates Investment Management's FRT Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Federal Realty Investment Trust (FRT) in Q2 2023, closing a stake of 9,329 shares — an estimated $922K sold.

Financial Advocates Investment Management first reported a position in FRT in Q4 2022 and held it in 2 quarters. The position peaked at $936K in Q4 2022. 416 funds tracked by Wall St. Rank hold FRT as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Federal Realty Investment Trust position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,329 Federal Realty Investment Trust shares in Q2 2023, an estimated $922K.
  • Financial Advocates Investment Management first reported a position in Federal Realty Investment Trust in Q4 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's Federal Realty Investment Trust position peaked at $936K in Q4 2022.
  • 416 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.