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IAG Wealth Partners’s First Industrial Realty Trust FR Stock Holding History

IAG Wealth Partners’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
2024
Q1 		– Sell
-245
Closed -$12.9K – 452
2023
Q4 		$12.9K Hold
245
– – ﹤0.01% 278
2023
Q3 		$11.7K Hold
245
– – ﹤0.01% 281
2023
Q2 		$12.9K Hold
245
– – ﹤0.01% 280
2023
Q1 		$13K Buy
+245
New +$12.8K ﹤0.01% 274
2022
Q4 		– Sell
-246
Closed -$11K – 463
2022
Q3 		$11K Hold
246
– – ﹤0.01% 269
2022
Q2 		$12K Hold
246
– – ﹤0.01% 257
2022
Q1 		$15K Hold
246
– – ﹤0.01% 252
2021
Q4 		$16K Buy
+246
New +$14.8K 0.01% 242

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IAG Wealth Partners's FR Position: Q1 2024 in Review

IAG Wealth Partners sold out of First Industrial Realty Trust (FR) in Q1 2024, closing a stake of 245 shares — an estimated $12.9K sold.

IAG Wealth Partners first reported a position in FR in Q4 2021 and held it in 8 quarters. The position peaked at $16K in Q4 2021. 374 funds tracked by Wall St. Rank hold FR as of Q1 2024.

  • IAG Wealth Partners reported no remaining First Industrial Realty Trust position as of Q1 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 245 First Industrial Realty Trust shares in Q1 2024, an estimated $12.9K.
  • IAG Wealth Partners first reported a position in First Industrial Realty Trust in Q4 2021 and held it in 8 quarters.
  • IAG Wealth Partners's First Industrial Realty Trust position peaked at $16K in Q4 2021.
  • 374 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.