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Grey Fox Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Grey Fox 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
2023
Q2 		– Sell
-6
Closed -$593 – 260
2023
Q1 		$593 Buy
+6
New +$627 ﹤0.01% 489

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Capital Research Global Investors
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
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Invesco
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ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grey Fox Wealth Advisors's FRT Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2023, closing a stake of 6 shares — an estimated $593 sold.

Grey Fox Wealth Advisors first reported a position in FRT in Q1 2023 and held it in 1 quarter. The position peaked at $593 in Q1 2023. 415 funds tracked by Wall St. Rank hold FRT as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 6 Federal Realty Investment Trust shares in Q2 2023, an estimated $593.
  • Grey Fox Wealth Advisors first reported a position in Federal Realty Investment Trust in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Federal Realty Investment Trust position peaked at $593 in Q1 2023.
  • 415 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.