Insight Wealth Strategies’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Insight Wealth Strategies’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	-26,406	Closed	-$855K	–	150
2022 Q1	$855K	Buy	26,406 +150	+0.6%	+$4.75K	0.13%	111
2021 Q4	$912K	Sell	26,256 -2,723	-9%	-$88.7K	0.13%	103
2021 Q3	$881K	Sell	28,979 -1,022	-3%	-$32.4K	0.12%	113
2021 Q2	$913K	Buy	+30,001	New	+$889K	0.13%	109
2020 Q4	–	Sell	-9,229	Closed	-$217K	–	223
2020 Q3	$217K	Buy	9,229 +70	+0.8%	+$1.67K	0.04%	188
2020 Q2	$214K	Sell	9,159 -8,253	-47%	-$186K	0.05%	158
2020 Q1	$362K	Sell	17,412 -50,375	-74%	-$1.33M	0.1%	101
2019 Q4	$1.89M	Buy	67,787 +40,614	+149%	+$1.13M	0.4%	51
2019 Q3	$758K	Sell	27,173 -22,584	-45%	-$613K	0.18%	87
2019 Q2	$1.3M	Buy	+49,757	New	+$1.3M	0.32%	54

Other funds holding FREL

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

Insight Wealth Strategies's FREL Position: Q2 2022 in Review

Insight Wealth Strategies sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2022, closing a stake of 26,406 shares — an estimated $855K sold.

Insight Wealth Strategies first reported a position in FREL in Q2 2019 and held it in 10 quarters. The position peaked at $1.89M in Q4 2019. 207 funds tracked by Wall St. Rank hold FREL as of Q2 2022.

Insight Wealth Strategies reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2022 after selling out during the quarter.
Insight Wealth Strategies sold 26,406 Fidelity MSCI Real Estate Index ETF shares in Q2 2022, an estimated $855K.
Insight Wealth Strategies first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2019 and held it in 10 quarters.
Insight Wealth Strategies's Fidelity MSCI Real Estate Index ETF position peaked at $1.89M in Q4 2019.
207 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2022.

Based on Insight Wealth Strategies's 13F filing for Q2 2022, filed 1 Jul 2022.