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

Simplicity 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
2023
Q1 		– Sell
-2,503
Closed -$253K – 1184
2022
Q4 		$253K Sell
2,503
-1,023
-29% -$104K 0.03% 532
2022
Q3 		$318K Buy
3,526
+688
+24% +$69.9K 0.05% 439
2022
Q2 		$272K Buy
2,838
+184
+7% +$20.7K 0.04% 463
2022
Q1 		$324K Buy
+2,654
New +$327K 0.04% 422
2021
Q1 		– Sell
-3,206
Closed -$273K – 661
2020
Q4 		$273K Buy
3,206
+12
+0.4% +$998 ﹤0.01% 801
2020
Q3 		$235K Buy
+3,194
New +$252K ﹤0.01% 780

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Simplicity Solutions's FRT Position: Q1 2023 in Review

Simplicity Solutions sold out of Federal Realty Investment Trust (FRT) in Q1 2023, closing a stake of 2,503 shares — an estimated $253K sold.

Simplicity Solutions first reported a position in FRT in Q3 2020 and held it in 6 quarters. The position peaked at $324K in Q1 2022. 433 funds tracked by Wall St. Rank hold FRT as of Q1 2023.

  • Simplicity Solutions reported no remaining Federal Realty Investment Trust position as of Q1 2023 after selling out during the quarter.
  • Simplicity Solutions sold 2,503 Federal Realty Investment Trust shares in Q1 2023, an estimated $253K.
  • Simplicity Solutions first reported a position in Federal Realty Investment Trust in Q3 2020 and held it in 6 quarters.
  • Simplicity Solutions's Federal Realty Investment Trust position peaked at $324K in Q1 2022.
  • 433 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2023.

Based on Simplicity Solutions's 13F filing for Q1 2023, filed 27 Apr 2023.