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My Personal CFO LLC’s Federal Realty Investment Trust FRT Stock Holding History

My Personal CFO LLC’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
2023
Q1 		– Sell
-65
Closed -$6.57K – 347
2022
Q4 		$6.57K Buy
+65
New +$6.58K 0.01% 329

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

My Personal CFO LLC's FRT Position: Q1 2023 in Review

My Personal CFO LLC sold out of Federal Realty Investment Trust (FRT) in Q1 2023, closing a stake of 65 shares — an estimated $6.57K sold.

My Personal CFO LLC first reported a position in FRT in Q4 2022 and held it in 1 quarter. The position peaked at $6.57K in Q4 2022. 433 funds tracked by Wall St. Rank hold FRT as of Q1 2023.

  • My Personal CFO LLC reported no remaining Federal Realty Investment Trust position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 65 Federal Realty Investment Trust shares in Q1 2023, an estimated $6.57K.
  • My Personal CFO LLC first reported a position in Federal Realty Investment Trust in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Federal Realty Investment Trust position peaked at $6.57K in Q4 2022.
  • 433 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.