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Turtle Creek Wealth Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Turtle Creek Wealth 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
2024
Q1 		– Sell
-66
Closed -$6.8K – 426
2023
Q4 		$6.8K Buy
+66
New +$6.23K ﹤0.01% 601

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Turtle Creek Wealth Advisors's FRT Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Federal Realty Investment Trust (FRT) in Q1 2024, closing a stake of 66 shares — an estimated $6.8K sold.

Turtle Creek Wealth Advisors first reported a position in FRT in Q4 2023 and held it in 1 quarter. The position peaked at $6.8K in Q4 2023. 449 funds tracked by Wall St. Rank hold FRT as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Federal Realty Investment Trust position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 66 Federal Realty Investment Trust shares in Q1 2024, an estimated $6.8K.
  • Turtle Creek Wealth Advisors first reported a position in Federal Realty Investment Trust in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Federal Realty Investment Trust position peaked at $6.8K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.