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Beacon Pointe Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Beacon Pointe 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
2021
Q4 		– Sell
-15,868
Closed -$482K – 960
2021
Q3 		$482K Buy
+15,868
New +$502K 0.01% 552

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Beacon Pointe Advisors's FREL Position: Q4 2021 in Review

Beacon Pointe Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2021, closing a stake of 15,868 shares — an estimated $482K sold.

Beacon Pointe Advisors first reported a position in FREL in Q3 2021 and held it in 1 quarter. The position peaked at $482K in Q3 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2021.

  • Beacon Pointe Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 15,868 Fidelity MSCI Real Estate Index ETF shares in Q4 2021, an estimated $482K.
  • Beacon Pointe Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and held it in 1 quarter.
  • Beacon Pointe Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $482K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2021.

Based on Beacon Pointe Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.