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

Country Trust Bank’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
-199
Closed -$5.04K – 383
2024
Q2 		$5.04K Buy
+199
New +$4.95K ﹤0.01% 275

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 11.72% 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

Country Trust Bank's FREL Position: Q3 2024 in Review

Country Trust Bank sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2024, closing a stake of 199 shares — an estimated $5.04K sold.

Country Trust Bank first reported a position in FREL in Q2 2024 and held it in 1 quarter. The position peaked at $5.04K in Q2 2024. 203 funds tracked by Wall St. Rank hold FREL as of Q3 2024.

  • Country Trust Bank reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2024 after selling out during the quarter.
  • Country Trust Bank sold 199 Fidelity MSCI Real Estate Index ETF shares in Q3 2024, an estimated $5.04K.
  • Country Trust Bank first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2024 and held it in 1 quarter.
  • Country Trust Bank's Fidelity MSCI Real Estate Index ETF position peaked at $5.04K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2024.

Based on Country Trust Bank's 13F filing for Q3 2024, filed 8 Oct 2024.