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Heritage Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Heritage Wealth Advisors’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
2021
Q4 		– Sell
-1
Closed -$26 – 544
2021
Q3 		$26 Hold
1
– – ﹤0.01% 529
2021
Q2 		$26 Buy
+1
New +$30 ﹤0.01% 561

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Heritage Wealth Advisors's FREL Position: Q4 2021 in Review

Heritage Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2021, closing a stake of 1 share — an estimated $26 sold.

Heritage Wealth Advisors first reported a position in FREL in Q2 2021 and held it in 2 quarters. The position peaked at $26 in Q3 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2021.

  • Heritage Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1 Fidelity MSCI Real Estate Index ETF share in Q4 2021, an estimated $26.
  • Heritage Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and held it in 2 quarters.
  • Heritage Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $26 in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2021.

Based on Heritage Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.