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Laurel Wealth Advisors (North Carolina)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q3 		– Sell
-250
Closed -$8K – 687
2021
Q2 		$8K Hold
250
– – ﹤0.01% 476
2021
Q1 		$7K Hold
250
– – ﹤0.01% 449
2020
Q4 		$6K Hold
250
– – ﹤0.01% 453
2020
Q3 		$6K Hold
250
– – ﹤0.01% 414
2020
Q2 		$6K Hold
250
– – ﹤0.01% 401
2020
Q1 		$5K Sell
250
-237
-49% -$6.25K ﹤0.01% 410
2019
Q4 		$14K Buy
+487
New +$13.5K ﹤0.01% 356

Other funds holding FREL

PNC Financial Services Group
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FREL Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2021, closing a stake of 250 shares — an estimated $8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FREL in Q4 2019 and held it in 7 quarters. The position peaked at $14K in Q4 2019. 183 funds tracked by Wall St. Rank hold FREL as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 250 Fidelity MSCI Real Estate Index ETF shares in Q3 2021, an estimated $8K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and held it in 7 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Fidelity MSCI Real Estate Index ETF position peaked at $14K in Q4 2019.
  • 183 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.