Cetera Advisor Networks’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Cetera Advisor Networks’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 Q1	$614K	Sell	23,537 -32,750	-58%	-$844K	﹤0.01%	1791
2023 Q4	$1.5M	Buy	56,287 +513	+0.9%	+$12.2K	0.01%	1122
2023 Q3	$1.27M	Buy	55,774 +7,177	+15%	+$177K	0.01%	1131
2023 Q2	$1.22M	Buy	48,597 +2,975	+7%	+$73K	0.01%	1133
2023 Q1	$1.14M	Sell	45,622 -674	-1%	-$17.4K	0.01%	1158
2022 Q4	$1.15M	Buy	46,296 +5,921	+15%	+$146K	0.01%	1113
2022 Q3	$966K	Buy	40,375 +1,680	+4%	+$46.8K	0.01%	891
2022 Q2	$1.05M	Buy	38,695 +3,099	+9%	+$92.2K	0.01%	866
2022 Q1	$1.15M	Buy	35,596 +14,288	+67%	+$453K	0.01%	844
2021 Q4	$740K	Buy	21,308 +8,137	+62%	+$265K	0.01%	1043
2021 Q3	$400K	Buy	13,171 +1,645	+14%	+$52.1K	0.01%	1347
2021 Q2	$351K	Buy	+11,526	New	+$342K	0.01%	1395
2020 Q3	–	Sell	-3,647	Closed	-$85K	–	1862
2020 Q2	$85K	Buy	+3,647	New	+$82.2K	﹤0.01%	1608

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Cetera Advisor Networks's FREL Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 58% in Q1 2024, selling an estimated $844K and leaving 23,537 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Cetera Advisor Networks first reported a position in FREL in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.5M in Q4 2023. 205 funds tracked by Wall St. Rank hold FREL as of Q1 2024.

Cetera Advisor Networks held 23,537 shares of Fidelity MSCI Real Estate Index ETF worth $614K as of Q1 2024.
Cetera Advisor Networks sold 32,750 Fidelity MSCI Real Estate Index ETF shares in Q1 2024, an estimated $844K.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1791 holding.
Cetera Advisor Networks first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2020 and has held it in 13 quarters since.
Cetera Advisor Networks's Fidelity MSCI Real Estate Index ETF position peaked at $1.5M in Q4 2023.
205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.