American Portfolios Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

American Portfolios Advisors’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	$5.12K	Sell	214 -156	-42%	-$4.35K	﹤0.01%	2806
2022 Q2	$10.1K	Buy	370 +156	+73%	+$4.64K	﹤0.01%	2567
2022 Q1	$6.93K	Hold	214	–	–	﹤0.01%	2837
2021 Q4	$7.43K	Hold	214	–	–	﹤0.01%	2747
2021 Q3	$6.51K	Hold	214	–	–	﹤0.01%	2742
2021 Q2	$6.51K	Sell	214 -944	-82%	-$28K	﹤0.01%	2712
2021 Q1	$31.8K	Hold	1,158	–	–	﹤0.01%	1817
2020 Q4	$29.4K	Buy	1,158 +939	+429%	+$23.2K	﹤0.01%	1645
2020 Q3	$5.15K	Hold	219	–	–	﹤0.01%	2276
2020 Q2	$5.12K	Hold	219	–	–	﹤0.01%	2229
2020 Q1	$4.55K	Hold	219	–	–	﹤0.01%	2131
2019 Q4	$6.1K	Buy	+219	New	+$6.07K	﹤0.01%	2204

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

American Portfolios Advisors's FREL Position: Q3 2022 in Review

American Portfolios Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 42% in Q3 2022, selling an estimated $4.35K and leaving 214 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2806.

American Portfolios Advisors first reported a position in FREL in Q4 2019 and has held it in 12 quarters since. The position peaked at $31.8K in Q1 2021. 192 funds tracked by Wall St. Rank hold FREL as of Q3 2022.

American Portfolios Advisors held 214 shares of Fidelity MSCI Real Estate Index ETF worth $5.12K as of Q3 2022.
American Portfolios Advisors sold 156 Fidelity MSCI Real Estate Index ETF shares in Q3 2022, an estimated $4.35K.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2806 holding.
American Portfolios Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and has held it in 12 quarters since.
American Portfolios Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $31.8K in Q1 2021.
192 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.