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Barnett & Company’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Barnett & Company’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
2022
Q1 		– Sell
-226
Closed -$8K – 157
2021
Q4 		$8K Hold
226
– – 0.01% 204
2021
Q3 		$7K Buy
+226
New +$7.15K 0.01% 173

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Barnett & Company's FREL Position: Q1 2022 in Review

Barnett & Company sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2022, closing a stake of 226 shares — an estimated $8K sold.

Barnett & Company first reported a position in FREL in Q3 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 215 funds tracked by Wall St. Rank hold FREL as of Q1 2022.

  • Barnett & Company reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2022 after selling out during the quarter.
  • Barnett & Company sold 226 Fidelity MSCI Real Estate Index ETF shares in Q1 2022, an estimated $8K.
  • Barnett & Company first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and held it in 2 quarters.
  • Barnett & Company's Fidelity MSCI Real Estate Index ETF position peaked at $8K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2022.

Based on Barnett & Company's 13F filing for Q1 2022, filed 28 Apr 2022.