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Cahill Financial Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Cahill Financial 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
2022
Q1 		– Sell
-13,310
Closed -$462K – 224
2021
Q4 		$462K Sell
13,310
-1,496
-10% -$48.8K 0.09% 162
2021
Q3 		$450K Buy
14,806
+94
+0.6% +$2.98K 0.09% 159
2021
Q2 		$448K Buy
14,712
+91
+0.6% +$2.7K 0.1% 152
2021
Q1 		$402K Sell
14,621
-3,369
-19% -$88.5K 0.1% 152
2020
Q4 		$457K Sell
17,990
-175
-1% -$4.32K 0.12% 137
2020
Q3 		$427K Buy
18,165
+128
+0.7% +$3.06K 0.15% 117
2020
Q2 		$422K Sell
18,037
-3,852
-18% -$86.8K 0.16% 114
2020
Q1 		$456K Sell
21,889
-107
-0.5% -$2.82K 0.21% 97
2019
Q4 		$613K Buy
21,996
+1,649
+8% +$45.7K 0.22% 97
2019
Q3 		$568K Buy
20,347
+4,913
+32% +$133K 0.22% 99
2019
Q2 		$405K Buy
15,434
+1,545
+11% +$40.4K 0.16% 112
2019
Q1 		$361K Buy
13,889
+1,152
+9% +$28.5K 0.15% 115
2018
Q4 		$286K Buy
12,737
+3,151
+33% +$74.3K 0.14% 123
2018
Q3 		$231K Buy
9,586
+1,002
+12% +$24.8K 0.1% 141
2018
Q2 		$211K Buy
+8,584
New +$201K 0.1% 148

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
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

Cahill Financial Advisors's FREL Position: Q1 2022 in Review

Cahill Financial Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2022, closing a stake of 13,310 shares — an estimated $462K sold.

Cahill Financial Advisors first reported a position in FREL in Q2 2018 and held it in 15 quarters. The position peaked at $613K in Q4 2019. 215 funds tracked by Wall St. Rank hold FREL as of Q1 2022.

  • Cahill Financial Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2022 after selling out during the quarter.
  • Cahill Financial Advisors sold 13,310 Fidelity MSCI Real Estate Index ETF shares in Q1 2022, an estimated $462K.
  • Cahill Financial Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2018 and held it in 15 quarters.
  • Cahill Financial Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $613K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2022.

Based on Cahill Financial Advisors's 13F filing for Q1 2022, filed 12 May 2022.