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

Herold 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
2022
Q2 		– Sell
-750
Closed -$24.3K – 355
2022
Q1 		$24.3K Buy
+750
New +$23.8K 0.01% 482
2021
Q4 		– Sell
-750
Closed -$22K – 344
2021
Q3 		$22K Buy
+750
New +$23.7K 0.01% 501

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Herold Advisors's FREL Position: Q2 2022 in Review

Herold Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2022, closing a stake of 750 shares — an estimated $24.3K sold.

Herold Advisors first reported a position in FREL in Q3 2021 and held it in 2 quarters. The position peaked at $24.3K in Q1 2022. 207 funds tracked by Wall St. Rank hold FREL as of Q2 2022.

  • Herold Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 750 Fidelity MSCI Real Estate Index ETF shares in Q2 2022, an estimated $24.3K.
  • Herold Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $24.3K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.