APWM
FREL icon

Atlas Private Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Atlas Private Wealth Management’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
2020
Q1 		– Sell
-10
Closed – – 460
2019
Q4 		$0 Buy
+10
New +$277 ﹤0.01% 472

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PFA
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
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Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Atlas Private Wealth Management's FREL Position: Q1 2020 in Review

Atlas Private Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2020, closing a stake of 10 shares.

Atlas Private Wealth Management first reported a position in FREL in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 145 funds tracked by Wall St. Rank hold FREL as of Q1 2020.

  • Atlas Private Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 10 Fidelity MSCI Real Estate Index ETF shares in Q1 2020.
  • Atlas Private Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and held it in 1 quarter.
  • Atlas Private Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $0 in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2020.

Based on Atlas Private Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.