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

Ruedi 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
2024
Q3 		– Sell
-1
Closed -$101 – 411
2024
Q2 		$101 Buy
+1
New +$101 ﹤0.01% 478

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RC
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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Ruedi Wealth Management's FRT Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q3 2024, closing a stake of 1 share — an estimated $101 sold.

Ruedi Wealth Management first reported a position in FRT in Q2 2024 and held it in 1 quarter. The position peaked at $101 in Q2 2024. 505 funds tracked by Wall St. Rank hold FRT as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Federal Realty Investment Trust position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 1 Federal Realty Investment Trust share in Q3 2024, an estimated $101.
  • Ruedi Wealth Management first reported a position in Federal Realty Investment Trust in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Federal Realty Investment Trust position peaked at $101 in Q2 2024.
  • 505 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.