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Charter Oak Capital Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Charter Oak Capital 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
2022
Q2 		– Sell
-294
Closed -$10K – 947
2022
Q1 		$10K Hold
294
– – ﹤0.01% 622
2021
Q4 		$10K Buy
294
+223
+314% +$7.27K ﹤0.01% 615
2021
Q3 		$2K Buy
+71
New +$2.25K ﹤0.01% 751

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Charter Oak Capital Management's FREL Position: Q2 2022 in Review

Charter Oak Capital Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2022, closing a stake of 294 shares — an estimated $10K sold.

Charter Oak Capital Management first reported a position in FREL in Q3 2021 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 207 funds tracked by Wall St. Rank hold FREL as of Q2 2022.

  • Charter Oak Capital Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 294 Fidelity MSCI Real Estate Index ETF shares in Q2 2022, an estimated $10K.
  • Charter Oak Capital Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and held it in 3 quarters.
  • Charter Oak Capital Management's Fidelity MSCI Real Estate Index ETF position peaked at $10K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.