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Ahrens Investment Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Ahrens Investment Partners’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
Q1 		$39.5K Buy
+1,587
New +$41K 0.02% 360
2022
Q3 		– Sell
-1,541
Closed -$42K – 437
2022
Q2 		$42K Buy
1,541
+13
+0.9% +$387 0.02% 362
2022
Q1 		$49K Sell
1,528
-503
-25% -$15.9K 0.02% 395
2021
Q4 		$71K Buy
+2,031
New +$66.2K 0.03% 346

Other funds holding FREL

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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ahrens Investment Partners's FREL Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2023: 1,587 shares worth $39.5K. The stake represents 0.02% of the portfolio and ranks #360 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in FREL as recently as Q2 2022.

Ahrens Investment Partners first reported a position in FREL in Q4 2021 and has held it in 4 quarters since. The position peaked at $71K in Q4 2021. 195 funds tracked by Wall St. Rank hold FREL as of Q1 2023.

  • Ahrens Investment Partners held 1,587 shares of Fidelity MSCI Real Estate Index ETF worth $39.5K as of Q1 2023.
  • Fidelity MSCI Real Estate Index ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Fidelity MSCI Real Estate Index ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #360 holding.
  • Ahrens Investment Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Fidelity MSCI Real Estate Index ETF position peaked at $71K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.