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

Kingsview Wealth Management’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
2021
Q1 		– Sell
-2,615
Closed -$223K – 893
2020
Q4 		$223K Buy
+2,615
New +$218K 0.02% 618

Other funds holding FRT

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's FRT Position: Q1 2021 in Review

Kingsview Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q1 2021, closing a stake of 2,615 shares — an estimated $223K sold.

Kingsview Wealth Management first reported a position in FRT in Q4 2020 and held it in 1 quarter. The position peaked at $223K in Q4 2020. 385 funds tracked by Wall St. Rank hold FRT as of Q1 2021.

  • Kingsview Wealth Management reported no remaining Federal Realty Investment Trust position as of Q1 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,615 Federal Realty Investment Trust shares in Q1 2021, an estimated $223K.
  • Kingsview Wealth Management first reported a position in Federal Realty Investment Trust in Q4 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Federal Realty Investment Trust position peaked at $223K in Q4 2020.
  • 385 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.