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Acute Investment Advisory’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Acute Investment Advisory’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
2022
Q2 		– Sell
-21,780
Closed -$705K – 34
2022
Q1 		$705K Buy
21,780
+15,207
+231% +$482K 0.53% 28
2021
Q4 		$228K Buy
+6,573
New +$214K 0.17% 52

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Acute Investment Advisory's FREL Position: Q2 2022 in Review

Acute Investment Advisory sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2022, closing a stake of 21,780 shares — an estimated $705K sold.

Acute Investment Advisory first reported a position in FREL in Q4 2021 and held it in 2 quarters. The position peaked at $705K in Q1 2022. 207 funds tracked by Wall St. Rank hold FREL as of Q2 2022.

  • Acute Investment Advisory reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2022 after selling out during the quarter.
  • Acute Investment Advisory sold 21,780 Fidelity MSCI Real Estate Index ETF shares in Q2 2022, an estimated $705K.
  • Acute Investment Advisory first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and held it in 2 quarters.
  • Acute Investment Advisory's Fidelity MSCI Real Estate Index ETF position peaked at $705K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2022.

Based on Acute Investment Advisory's 13F filing for Q2 2022, filed 31 Aug 2022.