Seven Springs Wealth Group’s First Industrial Realty Trust FR Stock Holding History

Seven Springs Wealth Group’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
2023 Q4	–	Sell	-4,236	Closed	-$202K	–	62
2023 Q3	$202K	Hold	4,236	–	–	0.1%	56
2023 Q2	$223K	Hold	4,236	–	–	0.11%	57
2023 Q1	$225K	Buy	+4,236	New	+$221K	0.11%	57
2022 Q4	–	Sell	-5,686	Closed	-$255K	–	59
2022 Q3	$255K	Hold	5,686	–	–	0.14%	51
2022 Q2	$270K	Buy	5,686 +248	+5%	+$13.6K	0.14%	56
2022 Q1	$337K	Buy	+5,438	New	+$326K	0.16%	53
2021 Q1	–	Sell	-31	Closed	-$1K	–	174
2020 Q4	$1K	Buy	+31	New	+$1.3K	﹤0.01%	197

Other funds holding FR

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Seven Springs Wealth Group's FR Position: Q4 2023 in Review

Seven Springs Wealth Group sold out of First Industrial Realty Trust (FR) in Q4 2023, closing a stake of 4,236 shares — an estimated $202K sold.

Seven Springs Wealth Group first reported a position in FR in Q4 2020 and held it in 7 quarters. The position peaked at $337K in Q1 2022. 362 funds tracked by Wall St. Rank hold FR as of Q4 2023.

Seven Springs Wealth Group reported no remaining First Industrial Realty Trust position as of Q4 2023 after selling out during the quarter.
Seven Springs Wealth Group sold 4,236 First Industrial Realty Trust shares in Q4 2023, an estimated $202K.
Seven Springs Wealth Group first reported a position in First Industrial Realty Trust in Q4 2020 and held it in 7 quarters.
Seven Springs Wealth Group's First Industrial Realty Trust position peaked at $337K in Q1 2022.
362 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2023.

Based on Seven Springs Wealth Group's 13F filing for Q4 2023, filed 7 Feb 2024.