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One Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

One Wealth 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
2023
Q1 		– Sell
-622
Closed -$62.9K – 342
2022
Q4 		$62.9K Buy
+622
New +$63K 0.01% 367

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Resolution Capital
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

One Wealth Advisors's FRT Position: Q1 2023 in Review

One Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2023, closing a stake of 622 shares — an estimated $62.9K sold.

One Wealth Advisors first reported a position in FRT in Q4 2022 and held it in 1 quarter. The position peaked at $62.9K in Q4 2022. 434 funds tracked by Wall St. Rank hold FRT as of Q1 2023.

  • One Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 622 Federal Realty Investment Trust shares in Q1 2023, an estimated $62.9K.
  • One Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's Federal Realty Investment Trust position peaked at $62.9K in Q4 2022.
  • 434 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.