Wealthcare Advisory Partners’s Federal Realty Investment Trust FRT Stock Holding History

Wealthcare Advisory Partners’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	-1,067	Closed	-$108K	–	1010
2021 Q1	$108K	Buy	+1,067	New	+$103K	0.01%	641
2020 Q2	–	Sell	-567	Closed	-$42K	–	699
2020 Q1	$42K	Hold	567	–	–	0.01%	545
2019 Q4	$73K	Hold	567	–	–	0.01%	469
2019 Q3	$77K	Hold	567	–	–	0.01%	446
2019 Q2	$73K	Hold	567	–	–	0.01%	434
2019 Q1	$78K	Hold	567	–	–	0.01%	385
2018 Q4	$67K	Hold	567	–	–	0.01%	377
2018 Q3	$72K	Hold	567	–	–	0.01%	394
2018 Q2	$72K	Hold	567	–	–	0.01%	393
2018 Q1	$66K	Buy	567 +189	+50%	+$22.3K	0.01%	350
2017 Q4	$50K	Buy	+378	New	+$48.8K	0.01%	369

Other funds holding FRT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Advisory Partners's FRT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Federal Realty Investment Trust (FRT) in Q2 2021, closing a stake of 1,067 shares — an estimated $108K sold.

Wealthcare Advisory Partners first reported a position in FRT in Q4 2017 and held it in 11 quarters. The position peaked at $108K in Q1 2021. 399 funds tracked by Wall St. Rank hold FRT as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Federal Realty Investment Trust position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,067 Federal Realty Investment Trust shares in Q2 2021, an estimated $108K.
Wealthcare Advisory Partners first reported a position in Federal Realty Investment Trust in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Federal Realty Investment Trust position peaked at $108K in Q1 2021.
399 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.