AWM
FREL icon

Accel Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Accel Wealth Management’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,624
Closed -$240K – 415
2023
Q1 		$240K Buy
9,624
+11
+0.1% +$284 0.1% 193
2022
Q4 		$238K Sell
9,613
-697
-7% -$17.2K 0.11% 144
2022
Q3 		$256K Buy
10,310
+11
+0.1% +$307 0.14% 139
2022
Q2 		$282K Buy
10,299
+9
+0.1% +$268 0.16% 115
2022
Q1 		$340K Sell
10,290
-264
-3% -$8.36K 0.18% 99
2021
Q4 		$366K Buy
10,554
+8
+0.1% +$261 0.18% 100
2021
Q3 		$321K Buy
10,546
+9
+0.1% +$285 0.21% 84
2021
Q2 		$321K Buy
10,537
+9
+0.1% +$267 0.21% 92
2021
Q1 		$289K Buy
10,528
+9
+0.1% +$237 0.23% 86
2020
Q4 		$267K Buy
+10,519
New +$260K 0.25% 84

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Accel Wealth Management's FREL Position: Q2 2023 in Review

Accel Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2023, closing a stake of 9,624 shares — an estimated $240K sold.

Accel Wealth Management first reported a position in FREL in Q4 2020 and held it in 10 quarters. The position peaked at $366K in Q4 2021. 198 funds tracked by Wall St. Rank hold FREL as of Q2 2023.

  • Accel Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 9,624 Fidelity MSCI Real Estate Index ETF shares in Q2 2023, an estimated $240K.
  • Accel Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $366K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.