Patriot Financial Group Insurance Agency’s First Industrial Realty Trust FR Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FR Stock Details FR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-117	Closed	-$6K	–	961
2022 Q2	$6K	Sell	117 -147	-56%	-$8.05K	﹤0.01%	1420
2022 Q1	$16K	Hold	264	–	–	﹤0.01%	1172
2021 Q4	$17K	Hold	264	–	–	﹤0.01%	1282
2021 Q3	$14K	Buy	264 +147	+126%	+$8K	﹤0.01%	1345
2021 Q2	$6K	Hold	117	–	–	﹤0.01%	1586
2021 Q1	$5K	Hold	117	–	–	﹤0.01%	1552
2020 Q4	$5K	Hold	117	–	–	﹤0.01%	1428
2020 Q3	$5K	Hold	117	–	–	﹤0.01%	1221
2020 Q2	$4K	Buy	+117	New	+$4.28K	﹤0.01%	1229
2019 Q1	–	Sell	-166	Closed	-$5K	–	1250
2018 Q4	$5K	Buy	+166	New	+$5.13K	﹤0.01%	729

Other funds holding FR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Industrial Realty Trust (FR) in Q3 2022, closing a stake of 117 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in FR in Q4 2018 and held it in 10 quarters. The position peaked at $17K in Q4 2021. 345 funds tracked by Wall St. Rank hold FR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining First Industrial Realty Trust position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 117 First Industrial Realty Trust shares in Q3 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in First Industrial Realty Trust in Q4 2018 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's First Industrial Realty Trust position peaked at $17K in Q4 2021.
345 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.