GI
FREL icon

Gradient Investments’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Gradient Investments’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
-1,589
Closed -$40.3K – 678
2024
Q2 		$40.3K Buy
+1,589
New +$39.5K ﹤0.01% 525
2022
Q3 		– Sell
-30
Closed -$1K – 1403
2022
Q2 		$1K Sell
30
-76
-72% -$2.26K ﹤0.01% 1128
2022
Q1 		$3K Buy
106
+80
+308% +$2.53K ﹤0.01% 972
2021
Q4 		$1K Sell
26
-83
-76% -$2.71K ﹤0.01% 1143
2021
Q3 		$3K Buy
109
+82
+304% +$2.6K ﹤0.01% 952
2021
Q2 		$1K Sell
27
-81
-75% -$2.4K ﹤0.01% 1068
2021
Q1 		$3K Buy
108
+51
+89% +$1.34K ﹤0.01% 956
2020
Q4 		$1K Hold
57
– – ﹤0.01% 1041
2020
Q3 		$1K Buy
+57
New +$1.36K ﹤0.01% 1046
2020
Q1 		– Sell
-215
Closed -$6K – 1134
2019
Q4 		$6K Hold
215
– – ﹤0.01% 789
2019
Q3 		$6K Buy
+215
New +$5.83K ﹤0.01% 772
2018
Q1 		– Sell
-190
Closed -$5K – 1070
2017
Q4 		$5K Buy
+190
New +$4.69K ﹤0.01% 690

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 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
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

Gradient Investments's FREL Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2024, closing a stake of 1,589 shares — an estimated $40.3K sold.

Gradient Investments first reported a position in FREL in Q4 2017 and held it in 12 quarters. The position peaked at $40.3K in Q2 2024. 203 funds tracked by Wall St. Rank hold FREL as of Q3 2024.

  • Gradient Investments reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,589 Fidelity MSCI Real Estate Index ETF shares in Q3 2024, an estimated $40.3K.
  • Gradient Investments first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and held it in 12 quarters.
  • Gradient Investments's Fidelity MSCI Real Estate Index ETF position peaked at $40.3K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.