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Boyd Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Boyd 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
Q1 		– Sell
-6,753
Closed -$234K – 41
2021
Q4 		$234K Buy
+6,753
New +$220K 0.17% 38

Other funds holding FREL

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WSFS
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Boyd Wealth Management's FREL Position: Q1 2022 in Review

Boyd Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2022, closing a stake of 6,753 shares — an estimated $234K sold.

Boyd Wealth Management first reported a position in FREL in Q4 2021 and held it in 1 quarter. The position peaked at $234K in Q4 2021. 215 funds tracked by Wall St. Rank hold FREL as of Q1 2022.

  • Boyd Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2022 after selling out during the quarter.
  • Boyd Wealth Management sold 6,753 Fidelity MSCI Real Estate Index ETF shares in Q1 2022, an estimated $234K.
  • Boyd Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and held it in 1 quarter.
  • Boyd Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $234K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2022.

Based on Boyd Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.