Wealth Alliance Advisory Group’s Federal Realty Investment Trust FRT Stock Holding History

Wealth Alliance Advisory Group’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 Q3	–	Sell	-4,568	Closed	-$461K	–	200
2024 Q2	$461K	Sell	4,568 -111	-2%	-$11.2K	0.1%	115
2024 Q1	$478K	Buy	4,679 +98	+2%	+$9.91K	0.11%	112
2023 Q4	$472K	Sell	4,581 -15	-0.3%	-$1.42K	0.12%	103
2023 Q3	$417K	Sell	4,596 -478	-9%	-$47.1K	0.12%	108
2023 Q2	$491K	Buy	5,074 +568	+13%	+$53.4K	0.17%	89
2023 Q1	$445K	Buy	4,506 +2,085	+86%	+$218K	0.17%	98
2022 Q4	$245K	Buy	+2,421	New	+$245K	0.09%	133

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wealth Alliance Advisory Group's FRT Position: Q3 2024 in Review

Wealth Alliance Advisory Group sold out of Federal Realty Investment Trust (FRT) in Q3 2024, closing a stake of 4,568 shares — an estimated $461K sold.

Wealth Alliance Advisory Group first reported a position in FRT in Q4 2022 and held it in 7 quarters. The position peaked at $491K in Q2 2023. 504 funds tracked by Wall St. Rank hold FRT as of Q3 2024.

Wealth Alliance Advisory Group reported no remaining Federal Realty Investment Trust position as of Q3 2024 after selling out during the quarter.
Wealth Alliance Advisory Group sold 4,568 Federal Realty Investment Trust shares in Q3 2024, an estimated $461K.
Wealth Alliance Advisory Group first reported a position in Federal Realty Investment Trust in Q4 2022 and held it in 7 quarters.
Wealth Alliance Advisory Group's Federal Realty Investment Trust position peaked at $491K in Q2 2023.
504 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2024.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2024, filed 18 Oct 2024.