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Texas Capital Bank Wealth Management Services’s Federal Realty Investment Trust FRT Stock Holding History

Texas Capital Bank Wealth Management 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
2023
Q4 		– Sell
-6,045
Closed -$548K – 209
2023
Q3 		$548K Buy
+6,045
New +$596K 0.07% 113

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Texas Capital Bank Wealth Management Services's FRT Position: Q4 2023 in Review

Texas Capital Bank Wealth Management Services sold out of Federal Realty Investment Trust (FRT) in Q4 2023, closing a stake of 6,045 shares — an estimated $548K sold.

Texas Capital Bank Wealth Management Services first reported a position in FRT in Q3 2023 and held it in 1 quarter. The position peaked at $548K in Q3 2023. 452 funds tracked by Wall St. Rank hold FRT as of Q4 2023.

  • Texas Capital Bank Wealth Management Services reported no remaining Federal Realty Investment Trust position as of Q4 2023 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 6,045 Federal Realty Investment Trust shares in Q4 2023, an estimated $548K.
  • Texas Capital Bank Wealth Management Services first reported a position in Federal Realty Investment Trust in Q3 2023 and held it in 1 quarter.
  • Texas Capital Bank Wealth Management Services's Federal Realty Investment Trust position peaked at $548K in Q3 2023.
  • 452 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2023, filed 8 Feb 2024.