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Aspire Private Capital’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Aspire Private Capital’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
2021
Q3 		– Sell
-159
Closed -$5K – 615
2021
Q2 		$5K Buy
159
+1
+0.6% +$30 ﹤0.01% 387
2021
Q1 		$4K Buy
+158
New +$4.15K ﹤0.01% 407

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aspire Private Capital's FREL Position: Q3 2021 in Review

Aspire Private Capital sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2021, closing a stake of 159 shares — an estimated $5K sold.

Aspire Private Capital first reported a position in FREL in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 183 funds tracked by Wall St. Rank hold FREL as of Q3 2021.

  • Aspire Private Capital reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2021 after selling out during the quarter.
  • Aspire Private Capital sold 159 Fidelity MSCI Real Estate Index ETF shares in Q3 2021, an estimated $5K.
  • Aspire Private Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2021 and held it in 2 quarters.
  • Aspire Private Capital's Fidelity MSCI Real Estate Index ETF position peaked at $5K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2021.

Based on Aspire Private Capital's 13F filing for Q3 2021, filed 15 Nov 2021.