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 – 681
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 $173B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $377M AUM 15.97% 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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return