CWM
FREL icon

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

Cedar 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
2024
Q4 		– Sell
-17,594
Closed -$519K – 211
2024
Q3 		$519K Buy
17,594
+16,563
+1,606% +$461K 0.16% 65
2024
Q2 		$26.1K Sell
1,031
-32,291
-97% -$803K 0.01% 191
2024
Q1 		$869K Sell
33,322
-825
-2% -$21.3K 0.29% 44
2023
Q4 		$910K Sell
34,147
-2,996
-8% -$71.3K 0.33% 41
2023
Q3 		$845K Buy
37,143
+5,691
+18% +$141K 0.33% 41
2023
Q2 		$789K Buy
31,452
+405
+1% +$9.94K 0.31% 44
2023
Q1 		$773K Buy
31,047
+2,758
+10% +$71.2K 0.32% 44
2022
Q4 		$702K Buy
28,289
+4,561
+19% +$113K 0.35% 43
2022
Q3 		$568K Buy
23,728
+2,647
+13% +$73.8K 0.28% 60
2022
Q2 		$573K Sell
21,081
-517
-2% -$15.4K 0.26% 57
2022
Q1 		$700K Sell
21,598
-3,836
-15% -$121K 0.28% 53
2021
Q4 		$883K Buy
25,434
+162
+0.6% +$5.28K 0.36% 54
2021
Q3 		$768K Buy
25,272
+544
+2% +$17.2K 0.34% 58
2021
Q2 		$752K Sell
24,728
-239
-1% -$7.08K 0.34% 58
2021
Q1 		$686K Buy
24,967
+598
+2% +$15.7K 0.34% 53
2020
Q4 		$618K Buy
24,369
+1,428
+6% +$35.2K 0.33% 52
2020
Q3 		$539K Sell
22,941
-1,031
-4% -$24.6K 0.34% 48
2020
Q2 		$560K Sell
23,972
-2,089
-8% -$47.1K 0.38% 43
2020
Q1 		$542K Buy
26,061
+9,552
+58% +$252K 0.37% 30
2019
Q4 		$460K Buy
16,509
+7,414
+82% +$205K 0.27% 41
2019
Q3 		$254K Buy
9,095
+3,042
+50% +$82.6K 0.17% 58
2019
Q2 		$158K Buy
6,053
+1,866
+45% +$48.8K 0.1% 72
2019
Q1 		$109K Buy
4,187
+4,020
+2,407% +$99.4K 0.07% 85
2018
Q4 		$4K Buy
167
+135
+422% +$3.18K ﹤0.01% 145
2018
Q3 		$1K Buy
+32
New +$793 ﹤0.01% 167

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Cedar Wealth Management's FREL Position: Q4 2024 in Review

Cedar Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 17,594 shares — an estimated $519K sold.

Cedar Wealth Management first reported a position in FREL in Q3 2018 and held it in 25 quarters. The position peaked at $910K in Q4 2023. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • Cedar Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 17,594 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $519K.
  • Cedar Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2018 and held it in 25 quarters.
  • Cedar Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $910K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.