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Carmichael Hill & Associates’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$3.92K Hold
133
– – ﹤0.01% 679
2024
Q2 		$3.37K Hold
133
– – ﹤0.01% 673
2024
Q1 		$3.47K Hold
133
– – ﹤0.01% 658
2023
Q4 		$3.54K Hold
133
– – ﹤0.01% 673
2023
Q3 		$3.03K Hold
133
– – ﹤0.01% 676
2023
Q2 		$3.34K Hold
133
– – ﹤0.01% 668
2023
Q1 		$3.31K Hold
133
– – ﹤0.01% 664
2022
Q4 		$3.3K Hold
133
– – ﹤0.01% 655
2022
Q3 		$3K Hold
133
– – ﹤0.01% 715
2022
Q2 		$4K Hold
133
– – ﹤0.01% 680
2022
Q1 		$4K Hold
133
– – ﹤0.01% 702
2021
Q4 		$5K Hold
133
– – ﹤0.01% 701
2021
Q3 		$4K Hold
133
– – ﹤0.01% 709
2021
Q2 		$4K Buy
+133
New +$3.94K ﹤0.01% 692

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 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 $71.6B AUM 21.08% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carmichael Hill & Associates's FREL Position: Q3 2024 in Review

Carmichael Hill & Associates held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q3 2024 at 133 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Carmichael Hill & Associates first reported a position in FREL in Q2 2021 and has held it in 14 quarters since. The position peaked at $5K in Q4 2021. 202 funds tracked by Wall St. Rank hold FREL as of Q3 2024.

  • Carmichael Hill & Associates held 133 shares of Fidelity MSCI Real Estate Index ETF worth $3.92K as of Q3 2024.
  • Carmichael Hill & Associates left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q3 2024.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #679 holding.
  • Carmichael Hill & Associates first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and has held it in 14 quarters since.
  • Carmichael Hill & Associates's Fidelity MSCI Real Estate Index ETF position peaked at $5K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.