Arkadios Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Arkadios Wealth 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	–	Sell	-9,133	Closed	-$248K	–	545
2022 Q2	$248K	Sell	9,133 -571	-6%	-$17K	0.04%	448
2022 Q1	$314K	Sell	9,704 -2,228	-19%	-$70.6K	0.04%	414
2021 Q4	$414K	Buy	11,932 +1,076	+10%	+$35.1K	0.05%	371
2021 Q3	$330K	Sell	10,856 -148	-1%	-$4.68K	0.05%	383
2021 Q2	$334K	Buy	11,004 +4,832	+78%	+$143K	0.04%	426
2021 Q1	$169K	Sell	6,172 -163	-3%	-$4.28K	0.03%	437
2020 Q4	$160K	Buy	6,335 +2,277	+56%	+$56.2K	0.03%	360
2020 Q3	$97.6K	Buy	+4,058	New	+$96.9K	0.05%	294

Other funds holding FREL

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 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

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

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 $26.6B AUM 22.97% 1-Year Est. Return

Arkadios Wealth Advisors's FREL Position: Q3 2022 in Review

Arkadios Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2022, closing a stake of 9,133 shares — an estimated $248K sold.

Arkadios Wealth Advisors first reported a position in FREL in Q3 2020 and held it in 8 quarters. The position peaked at $414K in Q4 2021. 192 funds tracked by Wall St. Rank hold FREL as of Q3 2022.

Arkadios Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 9,133 Fidelity MSCI Real Estate Index ETF shares in Q3 2022, an estimated $248K.
Arkadios Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2020 and held it in 8 quarters.
Arkadios Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $414K in Q4 2021.
192 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.