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Central Bank & Trust’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Central Bank & Trust’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 		– Sell
-280
Closed -$7.09K – 250
2024
Q2 		$7.09K Hold
280
– – ﹤0.01% 324
2024
Q1 		$7.3K Buy
+280
New +$7.21K ﹤0.01% 304

Other funds holding FREL

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
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Central Bank & Trust's FREL Position: Q3 2024 in Review

Central Bank & Trust sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2024, closing a stake of 280 shares — an estimated $7.09K sold.

Central Bank & Trust first reported a position in FREL in Q1 2024 and held it in 2 quarters. The position peaked at $7.3K in Q1 2024. 203 funds tracked by Wall St. Rank hold FREL as of Q3 2024.

  • Central Bank & Trust reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2024 after selling out during the quarter.
  • Central Bank & Trust sold 280 Fidelity MSCI Real Estate Index ETF shares in Q3 2024, an estimated $7.09K.
  • Central Bank & Trust first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2024 and held it in 2 quarters.
  • Central Bank & Trust's Fidelity MSCI Real Estate Index ETF position peaked at $7.3K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2024.

Based on Central Bank & Trust's 13F filing for Q3 2024, filed 30 Oct 2024.