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

Financial Network 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
2024
Q3 		– Sell
-8
Closed -$808 – 879
2024
Q2 		$808 Buy
+8
New +$807 ﹤0.01% 851

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RC
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Invesco
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
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Financial Network Wealth Advisors's FRT Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q3 2024, closing a stake of 8 shares — an estimated $808 sold.

Financial Network Wealth Advisors first reported a position in FRT in Q2 2024 and held it in 1 quarter. The position peaked at $808 in Q2 2024. 504 funds tracked by Wall St. Rank hold FRT as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 8 Federal Realty Investment Trust shares in Q3 2024, an estimated $808.
  • Financial Network Wealth Advisors first reported a position in Federal Realty Investment Trust in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Federal Realty Investment Trust position peaked at $808 in Q2 2024.
  • 504 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.