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AGF Investments LLC’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

AGF Investments LLC’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
Q3 		– Sell
-6
Closed – – 336
2022
Q2 		$0 Hold
6
– – ﹤0.01% 415
2022
Q1 		$0 Hold
6
– – ﹤0.01% 465
2021
Q4 		$0 Hold
6
– – ﹤0.01% 457
2021
Q3 		$0 Hold
6
– – ﹤0.01% 441
2021
Q2 		$0 Sell
6
-8
-57% -$237 ﹤0.01% 460
2021
Q1 		$0 Hold
14
– – ﹤0.01% 461
2020
Q4 		$0 Hold
14
– – ﹤0.01% 545
2020
Q3 		$0 Hold
14
– – ﹤0.01% 577
2020
Q2 		$0 Sell
14
-6
-30% -$135 ﹤0.01% 626
2020
Q1 		$0 Sell
20
-20
-50% -$527 ﹤0.01% 613
2019
Q4 		$1K Hold
40
– – ﹤0.01% 597
2019
Q3 		$1K Hold
40
– – ﹤0.01% 624
2019
Q2 		$1K Hold
40
– – ﹤0.01% 625
2019
Q1 		$1K Buy
+40
New +$989 ﹤0.01% 612

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $32.7B AUM 19.2% 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 $6.97B AUM 16.14% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

AGF Investments LLC's FREL Position: Q3 2022 in Review

AGF Investments LLC sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2022, closing a stake of 6 shares.

AGF Investments LLC first reported a position in FREL in Q1 2019 and held it in 14 quarters. The position peaked at $1K in Q4 2019. 192 funds tracked by Wall St. Rank hold FREL as of Q3 2022.

  • AGF Investments LLC reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2022 after selling out during the quarter.
  • AGF Investments LLC sold 6 Fidelity MSCI Real Estate Index ETF shares in Q3 2022.
  • AGF Investments LLC first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and held it in 14 quarters.
  • AGF Investments LLC's Fidelity MSCI Real Estate Index ETF position peaked at $1K in Q4 2019.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.