SVB Wealth’s Federal Realty Investment Trust FRT Stock Holding History

SVB Wealth’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	-79	Closed	-$9K	–	789
2022 Q1	$9K	Buy	+79	New	+$9.73K	﹤0.01%	774

Other funds holding FRT

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

SVB Wealth's FRT Position: Q2 2022 in Review

SVB Wealth sold out of Federal Realty Investment Trust (FRT) in Q2 2022, closing a stake of 79 shares — an estimated $9K sold.

SVB Wealth first reported a position in FRT in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 401 funds tracked by Wall St. Rank hold FRT as of Q2 2022.

SVB Wealth reported no remaining Federal Realty Investment Trust position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 79 Federal Realty Investment Trust shares in Q2 2022, an estimated $9K.
SVB Wealth first reported a position in Federal Realty Investment Trust in Q1 2022 and held it in 1 quarter.
SVB Wealth's Federal Realty Investment Trust position peaked at $9K in Q1 2022.
401 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.