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

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-5
Closed -$1K – 657
2019
Q3 		$1K Hold
5
– – ﹤0.01% 569
2019
Q2 		$1K Hold
5
– – ﹤0.01% 629
2019
Q1 		$1K Hold
5
– – ﹤0.01% 619
2018
Q4 		$1K Buy
+5
New +$628 ﹤0.01% 640

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State Street
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's FRT Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Federal Realty Investment Trust (FRT) in Q4 2019, closing a stake of 5 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in FRT in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 428 funds tracked by Wall St. Rank hold FRT as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Federal Realty Investment Trust position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 5 Federal Realty Investment Trust shares in Q4 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Federal Realty Investment Trust in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Federal Realty Investment Trust position peaked at $1K in Q3 2019.
  • 428 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.