Global Wealth Management Investment Advisory’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-165	Closed	-$4K	–	262
2022 Q2	$4K	Hold	165	–	–	﹤0.01%	355
2022 Q1	$5K	Hold	165	–	–	﹤0.01%	367
2021 Q4	$6K	Sell	165 -825	-83%	-$26.9K	﹤0.01%	345
2021 Q3	$30K	Buy	+990	New	+$31.3K	0.01%	233
2019 Q3	–	Sell	-100	Closed	-$2.71K	–	665
2019 Q2	$3K	Buy	+100	New	+$2.61K	﹤0.01%	495

Other funds holding FREL

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

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

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

PFA

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

RWMH

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Global Wealth Management Investment Advisory's FREL Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2022, closing a stake of 165 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in FREL in Q2 2019 and held it in 5 quarters. The position peaked at $30K in Q3 2021. 192 funds tracked by Wall St. Rank hold FREL as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 165 Fidelity MSCI Real Estate Index ETF shares in Q3 2022, an estimated $4K.
Global Wealth Management Investment Advisory first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2019 and held it in 5 quarters.
Global Wealth Management Investment Advisory's Fidelity MSCI Real Estate Index ETF position peaked at $30K in Q3 2021.
192 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.