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Loring Wolcott & Coolidge Fiduciary Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-24
Closed -$3K – 823
2021
Q2 		$3K Buy
+24
New +$2.72K ﹤0.01% 792

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BlackRock
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JP Morgan Chase
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FRT Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Federal Realty Investment Trust (FRT) in Q3 2021, closing a stake of 24 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FRT in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 412 funds tracked by Wall St. Rank hold FRT as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Federal Realty Investment Trust position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 24 Federal Realty Investment Trust shares in Q3 2021, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Federal Realty Investment Trust in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Federal Realty Investment Trust position peaked at $3K in Q2 2021.
  • 412 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.