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Beaumont Capital Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Beaumont Capital 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
2021
Q4 		– Sell
-6,719
Closed -$204K – 47
2021
Q3 		$204K Buy
+6,719
New +$213K 0.17% 35
2021
Q1 		– Sell
-265,993
Closed -$6.75M – 32
2020
Q4 		$6.75M Buy
+265,993
New +$6.56M 6.75% 4

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $52.5B AUM 27.12% 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 $32.7B AUM 19.2% 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 $6.97B AUM 16.14% 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 $68.3B AUM 20.5% 1-Year Est. Return

Beaumont Capital Management's FREL Position: Q4 2021 in Review

Beaumont Capital Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2021, closing a stake of 6,719 shares — an estimated $204K sold.

Beaumont Capital Management first reported a position in FREL in Q4 2020 and held it in 2 quarters. The position peaked at $6.75M in Q4 2020. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2021.

  • Beaumont Capital Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2021 after selling out during the quarter.
  • Beaumont Capital Management sold 6,719 Fidelity MSCI Real Estate Index ETF shares in Q4 2021, an estimated $204K.
  • Beaumont Capital Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2020 and held it in 2 quarters.
  • Beaumont Capital Management's Fidelity MSCI Real Estate Index ETF position peaked at $6.75M in Q4 2020.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2021.

Based on Beaumont Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.