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Intergy Private Wealth’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Intergy Private Wealth’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
Q4 		– Sell
-8,733
Closed -$209K – 66
2022
Q3 		$209K Sell
8,733
-6,601
-43% -$184K 0.15% 61
2022
Q2 		$416K Buy
+15,334
New +$456K 0.33% 44

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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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Intergy Private Wealth's FREL Position: Q4 2022 in Review

Intergy Private Wealth sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2022, closing a stake of 8,733 shares — an estimated $209K sold.

Intergy Private Wealth first reported a position in FREL in Q2 2022 and held it in 2 quarters. The position peaked at $416K in Q2 2022. 196 funds tracked by Wall St. Rank hold FREL as of Q4 2022.

  • Intergy Private Wealth reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2022 after selling out during the quarter.
  • Intergy Private Wealth sold 8,733 Fidelity MSCI Real Estate Index ETF shares in Q4 2022, an estimated $209K.
  • Intergy Private Wealth first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2022 and held it in 2 quarters.
  • Intergy Private Wealth's Fidelity MSCI Real Estate Index ETF position peaked at $416K in Q2 2022.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2022.

Based on Intergy Private Wealth's 13F filing for Q4 2022, filed 19 Jan 2023.