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MPS Loria Financial Planners’s Federal Realty Investment Trust FRT Stock Holding History

MPS Loria Financial Planners’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
-8
Closed – – 280
2021
Q1 		$0 Hold
8
– – ﹤0.01% 592
2020
Q4 		$1K Buy
+8
New +$666 ﹤0.01% 536

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's FRT Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Federal Realty Investment Trust (FRT) in Q2 2021, closing a stake of 8 shares.

MPS Loria Financial Planners first reported a position in FRT in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 398 funds tracked by Wall St. Rank hold FRT as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Federal Realty Investment Trust position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 8 Federal Realty Investment Trust shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Federal Realty Investment Trust in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Federal Realty Investment Trust position peaked at $1K in Q4 2020.
  • 398 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.