TrueWealth LLC’s First Industrial Realty Trust FR Stock Holding History

TrueWealth LLC’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
2020 Q2	–	Sell	-100	Closed	-$3K	–	737
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	604
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	596
2019 Q3	$4K	Buy	+100	New	+$3.83K	﹤0.01%	577
2019 Q2	–	Hold	0	–	–	–	590
2019 Q1	–	Hold	0	–	–	–	598
2018 Q4	–	Hold	0	–	–	–	619
2018 Q3	–	Hold	0	–	–	–	677
2018 Q2	–	Hold	0	–	–	–	687
2018 Q1	–	Hold	0	–	–	–	576
2017 Q4	–	Hold	0	–	–	–	655

Other funds holding FR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TrueWealth LLC's FR Position: Q2 2020 in Review

TrueWealth LLC sold out of First Industrial Realty Trust (FR) in Q2 2020, closing a stake of 100 shares — an estimated $3K sold.

TrueWealth LLC first reported a position in FR in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 313 funds tracked by Wall St. Rank hold FR as of Q2 2020.

TrueWealth LLC reported no remaining First Industrial Realty Trust position as of Q2 2020 after selling out during the quarter.
TrueWealth LLC sold 100 First Industrial Realty Trust shares in Q2 2020, an estimated $3K.
TrueWealth LLC first reported a position in First Industrial Realty Trust in Q3 2019 and held it in 3 quarters.
TrueWealth LLC's First Industrial Realty Trust position peaked at $4K in Q4 2019.
313 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.