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

Cranbrook Wealth 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
2021
Q4 		– Sell
-298
Closed -$9K – 385
2021
Q3 		$9K Hold
298
– – ﹤0.01% 297
2021
Q2 		$9K Hold
298
– – ﹤0.01% 283
2021
Q1 		$8K Buy
+298
New +$7.83K ﹤0.01% 304

Other funds holding FREL

PNC Financial Services Group
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WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cranbrook Wealth Management's FREL Position: Q4 2021 in Review

Cranbrook Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2021, closing a stake of 298 shares — an estimated $9K sold.

Cranbrook Wealth Management first reported a position in FREL in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2021.

  • Cranbrook Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2021 after selling out during the quarter.
  • Cranbrook Wealth Management sold 298 Fidelity MSCI Real Estate Index ETF shares in Q4 2021, an estimated $9K.
  • Cranbrook Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2021 and held it in 3 quarters.
  • Cranbrook Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $9K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2021.

Based on Cranbrook Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.