WealthShield Partners’s Federal Realty Investment Trust FRT Stock Holding History

WealthShield 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 Q3	–	Sell	-1,627	Closed	-$191K	–	413
2021 Q2	$191K	Buy	1,627 +97	+6%	+$11K	0.03%	265
2021 Q1	$100K	Buy	+1,530	New	+$148K	0.02%	340
2020 Q1	–	Sell	-2,273	Closed	-$293K	–	287
2019 Q4	$293K	Sell	2,273 -320	-12%	-$42.5K	0.14%	139
2019 Q3	$353K	Buy	2,593 +480	+23%	+$63.3K	0.19%	121
2019 Q2	$272K	Buy	+2,113	New	+$280K	0.16%	123

Other funds holding FRT

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

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

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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

WealthShield Partners's FRT Position: Q3 2021 in Review

WealthShield Partners sold out of Federal Realty Investment Trust (FRT) in Q3 2021, closing a stake of 1,627 shares — an estimated $191K sold.

WealthShield Partners first reported a position in FRT in Q2 2019 and held it in 5 quarters. The position peaked at $353K in Q3 2019. 411 funds tracked by Wall St. Rank hold FRT as of Q3 2021.

WealthShield Partners reported no remaining Federal Realty Investment Trust position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,627 Federal Realty Investment Trust shares in Q3 2021, an estimated $191K.
WealthShield Partners first reported a position in Federal Realty Investment Trust in Q2 2019 and held it in 5 quarters.
WealthShield Partners's Federal Realty Investment Trust position peaked at $353K in Q3 2019.
411 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.