FWM
FR icon

Focused Wealth Management’s First Industrial Realty Trust FR Stock Holding History

Focused Wealth Management’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-67
Closed -$3K – 805
2020
Q2 		$3K Buy
+67
New +$2.45K ﹤0.01% 637

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Focused Wealth Management's FR Position: Q3 2020 in Review

Focused Wealth Management sold out of First Industrial Realty Trust (FR) in Q3 2020, closing a stake of 67 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in FR in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 320 funds tracked by Wall St. Rank hold FR as of Q3 2020.

  • Focused Wealth Management reported no remaining First Industrial Realty Trust position as of Q3 2020 after selling out during the quarter.
  • Focused Wealth Management sold 67 First Industrial Realty Trust shares in Q3 2020, an estimated $3K.
  • Focused Wealth Management first reported a position in First Industrial Realty Trust in Q2 2020 and held it in 1 quarter.
  • Focused Wealth Management's First Industrial Realty Trust position peaked at $3K in Q2 2020.
  • 320 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2020.

Based on Focused Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.