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

Avion Wealth’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
-162
Closed -$4K – 939
2023
Q2 		$4K Buy
+162
New +$3.98K ﹤0.01% 377

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 11.72% 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

Avion Wealth's FREL Position: Q3 2023 in Review

Avion Wealth sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2023, closing a stake of 162 shares — an estimated $4K sold.

Avion Wealth first reported a position in FREL in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 178 funds tracked by Wall St. Rank hold FREL as of Q3 2023.

  • Avion Wealth reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2023 after selling out during the quarter.
  • Avion Wealth sold 162 Fidelity MSCI Real Estate Index ETF shares in Q3 2023, an estimated $4K.
  • Avion Wealth first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2023 and held it in 1 quarter.
  • Avion Wealth's Fidelity MSCI Real Estate Index ETF position peaked at $4K in Q2 2023.
  • 178 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2023.

Based on Avion Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.