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Jaffetilchin Investment Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-384
Closed -$11.3K – 702
2024
Q3 		$11.3K Buy
+384
New +$10.7K ﹤0.01% 875
2020
Q2 		– Sell
-11,376
Closed -$237K – 215
2020
Q1 		$237K Buy
11,376
+1,535
+16% +$40.5K 0.08% 142
2019
Q4 		$274K Sell
9,841
-223
-2% -$6.18K 0.06% 176
2019
Q3 		$281K Sell
10,064
-8
-0.1% -$217 0.07% 174
2019
Q2 		$264K Buy
10,072
+1,084
+12% +$28.3K 0.06% 211
2019
Q1 		$233K Buy
+8,988
New +$222K 0.05% 257

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Jaffetilchin Investment Partners's FREL Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 384 shares — an estimated $11.3K sold.

Jaffetilchin Investment Partners first reported a position in FREL in Q1 2019 and held it in 6 quarters. The position peaked at $281K in Q3 2019. 210 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 384 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $11.3K.
  • Jaffetilchin Investment Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and held it in 6 quarters.
  • Jaffetilchin Investment Partners's Fidelity MSCI Real Estate Index ETF position peaked at $281K in Q3 2019.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.