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Price Wealth’s Federal Realty Investment Trust FRT Stock Holding History

Price Wealth’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
2020
Q3 		$26K Buy
357
+343
+2,450% +$27K 0.01% 168
2020
Q2 		$1K Buy
+14
New +$1.13K ﹤0.01% 351
2020
Q1 		– Sell
-10
Closed -$1K – 447
2019
Q4 		$1K Buy
+10
New +$1.33K ﹤0.01% 301
2018
Q3 		– Sell
-28
Closed -$4K – 260
2018
Q2 		$4K Buy
+28
New +$3.31K ﹤0.01% 378

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Price Wealth's FRT Position: Q3 2020 in Review

Price Wealth increased its Federal Realty Investment Trust (FRT) stake by 2,450% in Q3 2020, buying an estimated $27K and bringing the position to 357 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #168.

Price Wealth first reported a position in FRT in Q2 2018 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold FRT as of Q3 2020.

  • Price Wealth held 357 shares of Federal Realty Investment Trust worth $26K as of Q3 2020.
  • Price Wealth bought 343 Federal Realty Investment Trust shares in Q3 2020, an estimated $27K.
  • Federal Realty Investment Trust made up 0.01% of Price Wealth's portfolio in Q3 2020, its #168 holding.
  • Price Wealth first reported a position in Federal Realty Investment Trust in Q2 2018 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.