Baron Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Baron Financial Group’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 Q3	–	Sell	-197	Closed	-$5.35K	–	105
2022 Q2	$5.35K	Hold	197	–	–	﹤0.01%	167
2022 Q1	$6.38K	Hold	197	–	–	﹤0.01%	175
2021 Q4	$6.84K	Hold	197	–	–	﹤0.01%	179
2021 Q3	$5.99K	Hold	197	–	–	﹤0.01%	184
2021 Q2	$6K	Hold	197	–	–	﹤0.01%	194
2021 Q1	$5.42K	Hold	197	–	–	﹤0.01%	195
2020 Q4	$5K	Hold	197	–	–	﹤0.01%	206
2020 Q3	$4.63K	Buy	+197	New	+$4.71K	﹤0.01%	210

Other funds holding FREL

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Baron Financial Group's FREL Position: Q3 2022 in Review

Baron Financial Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2022, closing a stake of 197 shares — an estimated $5.35K sold.

Baron Financial Group first reported a position in FREL in Q3 2020 and held it in 8 quarters. The position peaked at $6.84K in Q4 2021. 192 funds tracked by Wall St. Rank hold FREL as of Q3 2022.

Baron Financial Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 197 Fidelity MSCI Real Estate Index ETF shares in Q3 2022, an estimated $5.35K.
Baron Financial Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Fidelity MSCI Real Estate Index ETF position peaked at $6.84K in Q4 2021.
192 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.