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Sowell Financial Services’s Federal Realty Investment Trust FRT Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-14
Closed -$2K – 1314
2021
Q1 		$2K Buy
+14
New +$1.35K ﹤0.01% 2817
2020
Q2 		– Sell
-40
Closed -$3K – 2525
2020
Q1 		$3K Buy
+40
New +$4.61K ﹤0.01% 1980

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Capital Research Global Investors
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's FRT Position: Q2 2021 in Review

Sowell Financial Services sold out of Federal Realty Investment Trust (FRT) in Q2 2021, closing a stake of 14 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in FRT in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 399 funds tracked by Wall St. Rank hold FRT as of Q2 2021.

  • Sowell Financial Services reported no remaining Federal Realty Investment Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 14 Federal Realty Investment Trust shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Federal Realty Investment Trust in Q1 2020 and held it in 2 quarters.
  • Sowell Financial Services's Federal Realty Investment Trust position peaked at $3K in Q1 2020.
  • 399 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.