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

Baldwin Wealth Partners’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
Q4 		– Sell
-182
Closed -$4.14K – 746
2023
Q3 		$4.14K Buy
+182
New +$4.5K ﹤0.01% 641
2021
Q3 		– Sell
-279
Closed -$8K – 651
2021
Q2 		$8K Hold
279
– – ﹤0.01% 546
2021
Q1 		$8K Buy
+279
New +$7.33K ﹤0.01% 526

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
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 21.6% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Baldwin Wealth Partners's FREL Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2023, closing a stake of 182 shares — an estimated $4.14K sold.

Baldwin Wealth Partners first reported a position in FREL in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 205 funds tracked by Wall St. Rank hold FREL as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 182 Fidelity MSCI Real Estate Index ETF shares in Q4 2023, an estimated $4.14K.
  • Baldwin Wealth Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2021 and held it in 3 quarters.
  • Baldwin Wealth Partners's Fidelity MSCI Real Estate Index ETF position peaked at $8K in Q2 2021.
  • 205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.