BWA
FREL icon

Beam Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Beam Wealth 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
2020
Q2 		– Sell
-70,412
Closed -$1.47M – 142
2020
Q1 		$1.47M Sell
70,412
-28,866
-29% -$761K 1.45% 16
2019
Q4 		$2.77M Buy
+99,278
New +$2.75M 2.58% 5

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Beam Wealth Advisors's FREL Position: Q2 2020 in Review

Beam Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2020, closing a stake of 70,412 shares — an estimated $1.47M sold.

Beam Wealth Advisors first reported a position in FREL in Q4 2019 and held it in 2 quarters. The position peaked at $2.77M in Q4 2019. 140 funds tracked by Wall St. Rank hold FREL as of Q2 2020.

  • Beam Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 70,412 Fidelity MSCI Real Estate Index ETF shares in Q2 2020, an estimated $1.47M.
  • Beam Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $2.77M in Q4 2019.
  • 140 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.