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SOA Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

SOA Wealth Advisors’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
2022
Q2 		– Sell
-5
Closed – – 880
2022
Q1 		$0 Hold
5
– – ﹤0.01% 934
2021
Q4 		$0 Hold
5
– – ﹤0.01% 910
2021
Q3 		$0 Buy
+5
New +$593 ﹤0.01% 924

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

SOA Wealth Advisors's FRT Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2022, closing a stake of 5 shares.

SOA Wealth Advisors first reported a position in FRT in Q3 2021 and held it in 3 quarters. The position peaked at $0 in Q1 2022. 401 funds tracked by Wall St. Rank hold FRT as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 5 Federal Realty Investment Trust shares in Q2 2022.
  • SOA Wealth Advisors first reported a position in Federal Realty Investment Trust in Q3 2021 and held it in 3 quarters.
  • SOA Wealth Advisors's Federal Realty Investment Trust position peaked at $0 in Q1 2022.
  • 401 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.