TRUADVICE’s Federal Realty Investment Trust FRT Stock Holding History

TRUADVICE’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 Q3	–	Sell	-2,168	Closed	-$223K	–	257
2023 Q2	$223K	Sell	2,168 -216	-9%	-$20.3K	0.08%	235
2023 Q1	$236K	Buy	+2,384	New	+$249K	0.09%	230

Other funds holding FRT

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

TRUADVICE's FRT Position: Q3 2023 in Review

TRUADVICE sold out of Federal Realty Investment Trust (FRT) in Q3 2023, closing a stake of 2,168 shares — an estimated $223K sold.

TRUADVICE first reported a position in FRT in Q1 2023 and held it in 2 quarters. The position peaked at $236K in Q1 2023. 414 funds tracked by Wall St. Rank hold FRT as of Q3 2023.

TRUADVICE reported no remaining Federal Realty Investment Trust position as of Q3 2023 after selling out during the quarter.
TRUADVICE sold 2,168 Federal Realty Investment Trust shares in Q3 2023, an estimated $223K.
TRUADVICE first reported a position in Federal Realty Investment Trust in Q1 2023 and held it in 2 quarters.
TRUADVICE's Federal Realty Investment Trust position peaked at $236K in Q1 2023.
414 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.