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Tradition Wealth Management’s First Industrial Realty Trust FR Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-219
Closed -$12K – 674
2023
Q4 		$12K Hold
219
– – ﹤0.01% 958
2023
Q3 		$10K Hold
219
– – ﹤0.01% 1009
2023
Q2 		$12K Hold
219
– – ﹤0.01% 1003
2023
Q1 		$12K Buy
+219
New +$11.4K ﹤0.01% 958

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tradition Wealth Management's FR Position: Q1 2024 in Review

Tradition Wealth Management sold out of First Industrial Realty Trust (FR) in Q1 2024, closing a stake of 219 shares — an estimated $12K sold.

Tradition Wealth Management first reported a position in FR in Q1 2023 and held it in 4 quarters. The position peaked at $12K in Q4 2023. 374 funds tracked by Wall St. Rank hold FR as of Q1 2024.

  • Tradition Wealth Management reported no remaining First Industrial Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 219 First Industrial Realty Trust shares in Q1 2024, an estimated $12K.
  • Tradition Wealth Management first reported a position in First Industrial Realty Trust in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's First Industrial Realty Trust position peaked at $12K in Q4 2023.
  • 374 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.