GGI
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Godsey & Gibb Inc’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Godsey & Gibb Inc’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
Q4 		– Sell
-983
Closed -$29K – 393
2024
Q3 		$29K Hold
983
– – ﹤0.01% 223
2024
Q2 		$24.9K Hold
983
– – ﹤0.01% 236
2024
Q1 		$25.6K Hold
983
– – ﹤0.01% 207
2023
Q4 		$26.2K Hold
983
– – ﹤0.01% 200
2023
Q3 		$22.4K Hold
983
– – ﹤0.01% 199
2023
Q2 		$24.7K Hold
983
– – ﹤0.01% 206
2023
Q1 		$24.5K Hold
983
– – ﹤0.01% 197
2022
Q4 		$24.4K Buy
+983
New +$24.3K ﹤0.01% 152

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Godsey & Gibb Inc's FREL Position: Q4 2024 in Review

Godsey & Gibb Inc sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 983 shares — an estimated $29K sold.

Godsey & Gibb Inc first reported a position in FREL in Q4 2022 and held it in 8 quarters. The position peaked at $29K in Q3 2024. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • Godsey & Gibb Inc reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 983 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $29K.
  • Godsey & Gibb Inc first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and held it in 8 quarters.
  • Godsey & Gibb Inc's Fidelity MSCI Real Estate Index ETF position peaked at $29K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on Godsey & Gibb Inc's 13F filing for Q4 2024, filed 14 Jan 2025.