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

TCI 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
2023 Q2	–	Sell	-17	Closed	-$1.68K	–	962
2023 Q1	$1.68K	Hold	17	–	–	﹤0.01%	2006
2022 Q4	$1.72K	Hold	17	–	–	﹤0.01%	2008
2022 Q3	$2K	Hold	17	–	–	﹤0.01%	1932
2022 Q2	$2K	Hold	17	–	–	﹤0.01%	1994
2022 Q1	$2K	Buy	+17	New	+$2.09K	﹤0.01%	1978
2021 Q4	–	Sell	-17	Closed	-$2K	–	2361
2021 Q3	$2K	Hold	17	–	–	﹤0.01%	2121
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	2004
2021 Q1	$2K	Hold	17	–	–	﹤0.01%	1746
2020 Q4	$1K	Buy	+17	New	+$1.41K	﹤0.01%	1375
2020 Q1	–	Sell	-5	Closed	-$1K	–	1566
2019 Q4	$1K	Buy	+5	New	+$664	﹤0.01%	1337

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

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

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

TCI Wealth Advisors's FRT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2023, closing a stake of 17 shares — an estimated $1.68K sold.

TCI Wealth Advisors first reported a position in FRT in Q4 2019 and held it in 10 quarters. The position peaked at $2K in Q3 2022. 415 funds tracked by Wall St. Rank hold FRT as of Q2 2023.

TCI Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 17 Federal Realty Investment Trust shares in Q2 2023, an estimated $1.68K.
TCI Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2019 and held it in 10 quarters.
TCI Wealth Advisors's Federal Realty Investment Trust position peaked at $2K in Q3 2022.
415 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.