BCWM
FREL icon

Bartlett & Co Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Bartlett & Co Wealth Management’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
Q4 		– Sell
-6,584
Closed -$157K – 1138
2022
Q3 		$157K Hold
6,584
– – ﹤0.01% 402
2022
Q2 		$179K Buy
+6,584
New +$196K ﹤0.01% 389

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
T
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bartlett & Co Wealth Management's FREL Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2022, closing a stake of 6,584 shares — an estimated $157K sold.

Bartlett & Co Wealth Management first reported a position in FREL in Q2 2022 and held it in 2 quarters. The position peaked at $179K in Q2 2022. 196 funds tracked by Wall St. Rank hold FREL as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 6,584 Fidelity MSCI Real Estate Index ETF shares in Q4 2022, an estimated $157K.
  • Bartlett & Co Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $179K in Q2 2022.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.