HBW Advisory Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

HBW Advisory Services’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 Q3	–	Sell	-30,183	Closed	-$757K	–	313
2023 Q2	$757K	Buy	30,183 +2,941	+11%	+$72.2K	0.16%	136
2023 Q1	$679K	Buy	27,242 +1,318	+5%	+$34K	0.17%	139
2022 Q4	$643K	Buy	25,924 +2,356	+10%	+$58.3K	0.17%	147
2022 Q3	$564K	Buy	23,568 +117	+0.5%	+$3.26K	0.16%	144
2022 Q2	$637K	Buy	23,451 +451	+2%	+$13.4K	0.16%	134
2022 Q1	$745K	Buy	+23,000	New	+$728K	0.26%	103

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 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

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 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

HBW Advisory Services's FREL Position: Q3 2023 in Review

HBW Advisory Services sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2023, closing a stake of 30,183 shares — an estimated $757K sold.

HBW Advisory Services first reported a position in FREL in Q1 2022 and held it in 6 quarters. The position peaked at $757K in Q2 2023. 178 funds tracked by Wall St. Rank hold FREL as of Q3 2023.

HBW Advisory Services reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2023 after selling out during the quarter.
HBW Advisory Services sold 30,183 Fidelity MSCI Real Estate Index ETF shares in Q3 2023, an estimated $757K.
HBW Advisory Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and held it in 6 quarters.
HBW Advisory Services's Fidelity MSCI Real Estate Index ETF position peaked at $757K in Q2 2023.
178 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2023.

Based on HBW Advisory Services's 13F filing for Q3 2023, filed 12 Oct 2023.