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Valeo Financial Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-68
Closed -$7K – 992
2021
Q1 		$7K Buy
+68
New +$6.56K ﹤0.01% 1454
2020
Q3 		– Sell
-46
Closed -$4K – 1778
2020
Q2 		$4K Buy
+46
New +$3.71K ﹤0.01% 1582
2018
Q4 		– Sell
-7
Closed -$879 – 1577
2018
Q3 		$1K Hold
7
– – ﹤0.01% 1619
2018
Q2 		$1K Hold
7
– – ﹤0.01% 1457
2018
Q1 		$1K Hold
7
– – ﹤0.01% 1426
2017
Q4 		$1K Buy
+7
New +$903 ﹤0.01% 1275

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's FRT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Federal Realty Investment Trust (FRT) in Q2 2021, closing a stake of 68 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in FRT in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2021. 398 funds tracked by Wall St. Rank hold FRT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Federal Realty Investment Trust position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 68 Federal Realty Investment Trust shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Federal Realty Investment Trust in Q4 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's Federal Realty Investment Trust position peaked at $7K in Q1 2021.
  • 398 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.