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

Connectus Wealth’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
2023
Q2 		– Sell
-24,661
Closed -$615K – 463
2023
Q1 		$615K Buy
+24,661
New +$637K 0.02% 324
2022
Q4 		– Sell
-19,834
Closed -$475K – 459
2022
Q3 		$475K Sell
19,834
-13,233
-40% -$369K 0.01% 411
2022
Q2 		$899K Sell
33,067
-13,198
-29% -$393K 0.02% 286
2022
Q1 		$1.61M Buy
+46,265
New +$1.47M 0.05% 187

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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Connectus Wealth's FREL Position: Q2 2023 in Review

Connectus Wealth sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2023, closing a stake of 24,661 shares — an estimated $615K sold.

Connectus Wealth first reported a position in FREL in Q1 2022 and held it in 4 quarters. The position peaked at $1.61M in Q1 2022. 198 funds tracked by Wall St. Rank hold FREL as of Q2 2023.

  • Connectus Wealth reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2023 after selling out during the quarter.
  • Connectus Wealth sold 24,661 Fidelity MSCI Real Estate Index ETF shares in Q2 2023, an estimated $615K.
  • Connectus Wealth first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and held it in 4 quarters.
  • Connectus Wealth's Fidelity MSCI Real Estate Index ETF position peaked at $1.61M in Q1 2022.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2023.

Based on Connectus Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.