Crestwood Advisors Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Crestwood Advisors Group’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	-25,702	Closed	-$651K	–	446
2024 Q2	$651K	Sell	25,702 -5,346	-17%	-$133K	0.01%	254
2024 Q1	$810K	Sell	31,048 -1,843	-6%	-$47.5K	0.02%	233
2023 Q4	$877K	Sell	32,891 -89,701	-73%	-$2.14M	0.02%	223
2023 Q3	$2.79M	Sell	122,592 -6,140	-5%	-$152K	0.07%	137
2023 Q2	$3.23M	Sell	128,732 -85,044	-40%	-$2.09M	0.1%	95
2023 Q1	$5.33M	Sell	213,776 -5,501	-3%	-$142K	0.18%	84
2022 Q4	$5.44M	Buy	+219,277	New	+$5.42M	0.19%	84
2017 Q2	–	Sell	-350	Closed	-$8K	–	255
2017 Q1	$8K	Buy	+350	New	+$8.3K	﹤0.01%	446

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Crestwood Advisors Group's FREL Position: Q3 2024 in Review

Crestwood Advisors Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2024, closing a stake of 25,702 shares — an estimated $651K sold.

Crestwood Advisors Group first reported a position in FREL in Q1 2017 and held it in 8 quarters. The position peaked at $5.44M in Q4 2022. 202 funds tracked by Wall St. Rank hold FREL as of Q3 2024.

Crestwood Advisors Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2024 after selling out during the quarter.
Crestwood Advisors Group sold 25,702 Fidelity MSCI Real Estate Index ETF shares in Q3 2024, an estimated $651K.
Crestwood Advisors Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2017 and held it in 8 quarters.
Crestwood Advisors Group's Fidelity MSCI Real Estate Index ETF position peaked at $5.44M in Q4 2022.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2024.

Based on Crestwood Advisors Group's 13F filing for Q3 2024, filed 30 Oct 2024.