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Lee, Danner & Bass’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-100
Closed -$2.7K – 389
2024
Q4 		$2.7K Buy
+100
New +$2.86K ﹤0.01% 654

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Lee, Danner & Bass's FREL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2025, closing a stake of 100 shares — an estimated $2.7K sold.

Lee, Danner & Bass first reported a position in FREL in Q4 2024 and held it in 1 quarter. The position peaked at $2.7K in Q4 2024. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 100 Fidelity MSCI Real Estate Index ETF shares in Q1 2025, an estimated $2.7K.
  • Lee, Danner & Bass first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Fidelity MSCI Real Estate Index ETF position peaked at $2.7K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.