Teamwork Financial Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Teamwork Financial 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
2021 Q4	–	Sell	-3,467	Closed	-$409K	–	298
2021 Q3	$409K	Buy	3,467 +19	+0.6%	+$2.25K	0.08%	186
2021 Q2	$404K	Sell	3,448 -324	-9%	-$36.8K	0.08%	176
2021 Q1	$383K	Sell	3,772 -1,193	-24%	-$115K	0.09%	168
2020 Q4	$423K	Buy	4,965 +668	+16%	+$55.6K	0.1%	138
2020 Q3	$316K	Buy	4,297 +939	+28%	+$74K	0.1%	139
2020 Q2	$286K	Buy	+3,358	New	+$271K	0.1%	151

Other funds holding FRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Teamwork Financial Advisors's FRT Position: Q4 2021 in Review

Teamwork Financial Advisors sold out of Federal Realty Investment Trust (FRT) in Q4 2021, closing a stake of 3,467 shares — an estimated $409K sold.

Teamwork Financial Advisors first reported a position in FRT in Q2 2020 and held it in 6 quarters. The position peaked at $423K in Q4 2020. 341 funds tracked by Wall St. Rank hold FRT as of Q4 2021.

Teamwork Financial Advisors reported no remaining Federal Realty Investment Trust position as of Q4 2021 after selling out during the quarter.
Teamwork Financial Advisors sold 3,467 Federal Realty Investment Trust shares in Q4 2021, an estimated $409K.
Teamwork Financial Advisors first reported a position in Federal Realty Investment Trust in Q2 2020 and held it in 6 quarters.
Teamwork Financial Advisors's Federal Realty Investment Trust position peaked at $423K in Q4 2020.
341 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2021.

Based on Teamwork Financial Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.