Sterling Investment Advisors (Pennsylvania)’s First Industrial Realty Trust FR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-470	Closed	-$22K	–	253
2022 Q2	$22K	Hold	470	–	–	0.01%	320
2022 Q1	$29K	Sell	470 -250	-35%	-$15K	0.01%	322
2021 Q4	$48K	Hold	720	–	–	0.01%	256
2021 Q3	$37K	Sell	720 -280	-28%	-$15.2K	0.01%	287
2021 Q2	$52K	Hold	1,000	–	–	0.02%	249
2021 Q1	$46K	Hold	1,000	–	–	0.01%	244
2020 Q4	$42K	Hold	1,000	–	–	0.01%	235
2020 Q3	$40K	Hold	1,000	–	–	0.02%	233
2020 Q2	$38K	Hold	1,000	–	–	0.02%	236
2020 Q1	$33K	Hold	1,000	–	–	0.02%	220
2019 Q4	$41K	Sell	1,000 -500	-33%	-$20.6K	0.02%	226
2019 Q3	$59K	Hold	1,500	–	–	0.03%	193
2019 Q2	$55K	Hold	1,500	–	–	0.03%	197
2019 Q1	$53K	Hold	1,500	–	–	0.03%	203
2018 Q4	$43K	Hold	1,500	–	–	0.03%	207
2018 Q3	$47K	Hold	1,500	–	–	0.02%	230
2018 Q2	$50K	Hold	1,500	–	–	0.03%	207
2018 Q1	$44K	Hold	1,500	–	–	0.03%	206
2017 Q4	$47K	Hold	1,500	–	–	0.03%	195
2017 Q3	$45K	Hold	1,500	–	–	0.03%	185
2017 Q2	$43K	Hold	1,500	–	–	0.03%	188
2017 Q1	$40K	Hold	1,500	–	–	0.03%	188
2016 Q4	$42K	Buy	+1,500	New	+$40K	0.03%	162

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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CIM

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s FR Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of First Industrial Realty Trust (FR) in Q3 2022, closing a stake of 470 shares — an estimated $22K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in FR in Q4 2016 and held it in 23 quarters. The position peaked at $59K in Q3 2019. 345 funds tracked by Wall St. Rank hold FR as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining First Industrial Realty Trust position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 470 First Industrial Realty Trust shares in Q3 2022, an estimated $22K.
Sterling Investment Advisors (Pennsylvania) first reported a position in First Industrial Realty Trust in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s First Industrial Realty Trust position peaked at $59K in Q3 2019.
345 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.