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Graham Capital Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Graham Capital Wealth Management’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
2023
Q2 		– Sell
-5,521
Closed -$138K – 80
2023
Q1 		$138K Buy
+5,521
New +$143K 0.2% 54
2022
Q2 		– Sell
-6,987
Closed -$226K – 104
2022
Q1 		$226K Buy
+6,987
New +$221K 0.2% 85

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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Graham Capital Wealth Management's FREL Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2023, closing a stake of 5,521 shares — an estimated $138K sold.

Graham Capital Wealth Management first reported a position in FREL in Q1 2022 and held it in 2 quarters. The position peaked at $226K in Q1 2022. 198 funds tracked by Wall St. Rank hold FREL as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 5,521 Fidelity MSCI Real Estate Index ETF shares in Q2 2023, an estimated $138K.
  • Graham Capital Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and held it in 2 quarters.
  • Graham Capital Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $226K in Q1 2022.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.