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Planned Solutions’s Federal Realty Investment Trust FRT Stock Holding History

Planned Solutions’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
Q1 		– Sell
-400
Closed -$34K – 186
2020
Q4 		$34K Buy
+400
New +$33.3K 0.03% 243

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
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RC
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Bank of New York Mellon
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's FRT Position: Q1 2021 in Review

Planned Solutions sold out of Federal Realty Investment Trust (FRT) in Q1 2021, closing a stake of 400 shares — an estimated $34K sold.

Planned Solutions first reported a position in FRT in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 385 funds tracked by Wall St. Rank hold FRT as of Q1 2021.

  • Planned Solutions reported no remaining Federal Realty Investment Trust position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 400 Federal Realty Investment Trust shares in Q1 2021, an estimated $34K.
  • Planned Solutions first reported a position in Federal Realty Investment Trust in Q4 2020 and held it in 1 quarter.
  • Planned Solutions's Federal Realty Investment Trust position peaked at $34K in Q4 2020.
  • 385 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.