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Meridian Wealth Partners’s Federal Realty Investment Trust FRT Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-35
Closed -$3K – 529
2021
Q1 		$3K Buy
+35
New +$3.38K ﹤0.01% 861

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PI
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Meridian Wealth Partners's FRT Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Federal Realty Investment Trust (FRT) in Q2 2021, closing a stake of 35 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in FRT in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 399 funds tracked by Wall St. Rank hold FRT as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Federal Realty Investment Trust position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 35 Federal Realty Investment Trust shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in Federal Realty Investment Trust in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Federal Realty Investment Trust position peaked at $3K in Q1 2021.
  • 399 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.