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

Almanack 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
2022 Q4	–	Sell	-13,502	Closed	-$323K	–	539
2022 Q3	$323K	Buy	13,502 +4,023	+42%	+$112K	0.06%	103
2022 Q2	$257K	Sell	9,479 -2,732	-22%	-$81.3K	0.03%	355
2022 Q1	$396K	Sell	12,211 -6,125	-33%	-$194K	0.03%	301
2021 Q4	$637K	Hold	18,336	–	–	0.05%	221
2021 Q3	$557K	Sell	18,336 -2,266	-11%	-$71.7K	0.05%	238
2021 Q2	$627K	Buy	20,602 +19	+0.1%	+$563	0.06%	186
2021 Q1	$566K	Buy	20,583 +18	+0.1%	+$473	0.06%	208
2020 Q4	$522K	Buy	20,565 +2,474	+14%	+$61.1K	0.06%	201
2020 Q3	$452K	Buy	+18,091	New	+$432K	0.06%	226

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Almanack Investment Partners's FREL Position: Q4 2022 in Review

Almanack Investment Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2022, closing a stake of 13,502 shares — an estimated $323K sold.

Almanack Investment Partners first reported a position in FREL in Q3 2020 and held it in 9 quarters. The position peaked at $637K in Q4 2021. 196 funds tracked by Wall St. Rank hold FREL as of Q4 2022.

Almanack Investment Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 13,502 Fidelity MSCI Real Estate Index ETF shares in Q4 2022, an estimated $323K.
Almanack Investment Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2020 and held it in 9 quarters.
Almanack Investment Partners's Fidelity MSCI Real Estate Index ETF position peaked at $637K in Q4 2021.
196 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.