Jim Simons’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Jim Simons’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 Q2	–	Sell	-10,600	Closed	-$277K	–	3654
2024 Q1	$277K	Buy	+10,600	New	+$273K	﹤0.01%	3118
2023 Q1	–	Sell	-11,300	Closed	-$280K	–	4111
2022 Q4	$280K	Sell	11,300 -3,000	-21%	-$74.2K	﹤0.01%	3253
2022 Q3	$342K	Buy	+14,300	New	+$398K	﹤0.01%	3144
2022 Q1	–	Sell	-25,400	Closed	-$882K	–	4190
2021 Q4	$882K	Buy	25,400 +7,200	+40%	+$235K	﹤0.01%	2743
2021 Q3	$553K	Sell	18,200 -3,600	-17%	-$114K	﹤0.01%	2850
2021 Q2	$663K	Buy	+21,800	New	+$646K	﹤0.01%	2849
2021 Q1	–	Sell	-9,400	Closed	-$239K	–	3446
2020 Q4	$239K	Buy	+9,400	New	+$232K	﹤0.01%	3095

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jim Simons's FREL Position: Q2 2024 in Review

Jim Simons sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2024, closing a stake of 10,600 shares — an estimated $277K sold.

Jim Simons first reported a position in FREL in Q4 2020 and held it in 7 quarters. The position peaked at $882K in Q4 2021. 199 funds tracked by Wall St. Rank hold FREL as of Q2 2024.

Jim Simons reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2024 after selling out during the quarter.
Jim Simons sold 10,600 Fidelity MSCI Real Estate Index ETF shares in Q2 2024, an estimated $277K.
Jim Simons first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2020 and held it in 7 quarters.
Jim Simons's Fidelity MSCI Real Estate Index ETF position peaked at $882K in Q4 2021.
199 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2024.

Based on Renaissance Technologies's 13F filing for Q2 2024, filed 9 Aug 2024.