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American National Bank & Trust’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

American National Bank & Trust’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
Q3 		– Sell
-342
Closed -$8.58K – 611
2023
Q2 		$8.58K Hold
342
– – ﹤0.01% 422
2023
Q1 		$8.52K Hold
342
– – ﹤0.01% 407
2022
Q4 		$8K Buy
+342
New +$8.46K ﹤0.01% 396

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

American National Bank & Trust's FREL Position: Q3 2023 in Review

American National Bank & Trust sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2023, closing a stake of 342 shares — an estimated $8.58K sold.

American National Bank & Trust first reported a position in FREL in Q4 2022 and held it in 3 quarters. The position peaked at $8.58K in Q2 2023. 178 funds tracked by Wall St. Rank hold FREL as of Q3 2023.

  • American National Bank & Trust reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2023 after selling out during the quarter.
  • American National Bank & Trust sold 342 Fidelity MSCI Real Estate Index ETF shares in Q3 2023, an estimated $8.58K.
  • American National Bank & Trust first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and held it in 3 quarters.
  • American National Bank & Trust's Fidelity MSCI Real Estate Index ETF position peaked at $8.58K in Q2 2023.
  • 178 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2023.

Based on American National Bank & Trust's 13F filing for Q3 2023, filed 10 Oct 2023.