PFG Private Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

PFG Private Wealth Management’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	-29	Closed	-$3K	–	323
2022 Q4	$3K	Hold	29	–	–	﹤0.01%	261
2022 Q3	$3K	Hold	29	–	–	﹤0.01%	259
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	257
2022 Q1	$4K	Buy	+29	New	+$3.57K	﹤0.01%	235
2021 Q4	–	Sell	-29	Closed	-$3K	–	324
2021 Q3	$3K	Buy	+29	New	+$3.44K	﹤0.01%	245

Other funds holding FRT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

PFG Private Wealth Management's FRT Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q1 2023, closing a stake of 29 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in FRT in Q3 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 433 funds tracked by Wall St. Rank hold FRT as of Q1 2023.

PFG Private Wealth Management reported no remaining Federal Realty Investment Trust position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 29 Federal Realty Investment Trust shares in Q1 2023, an estimated $3K.
PFG Private Wealth Management first reported a position in Federal Realty Investment Trust in Q3 2021 and held it in 5 quarters.
PFG Private Wealth Management's Federal Realty Investment Trust position peaked at $4K in Q1 2022.
433 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.