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B.O.S.S. Retirement Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-16,480
Closed -$486K – 231
2024
Q3 		$486K Buy
16,480
+3,287
+25% +$91.4K 0.1% 147
2024
Q2 		$334K Buy
+13,193
New +$328K 0.09% 145

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 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

B.O.S.S. Retirement Advisors's FREL Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 16,480 shares — an estimated $486K sold.

B.O.S.S. Retirement Advisors first reported a position in FREL in Q2 2024 and held it in 2 quarters. The position peaked at $486K in Q3 2024. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 16,480 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $486K.
  • B.O.S.S. Retirement Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2024 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $486K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.