Liberty Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-54	Closed	-$2K	–	500
2021 Q3	$2K	Hold	54	–	–	﹤0.01%	1049
2021 Q2	$2K	Sell	54 -1,181	-96%	-$35K	﹤0.01%	917
2021 Q1	$32K	Hold	1,235	–	–	0.02%	371
2020 Q4	$32K	Sell	1,235 -328	-21%	-$8.09K	0.02%	368
2020 Q3	$37K	Sell	1,563 -1,585	-50%	-$37.9K	0.02%	279
2020 Q2	$74K	Buy	3,148 +3	+0.1%	+$68	0.05%	175
2020 Q1	$65K	Buy	3,145 +6	+0.2%	+$158	0.06%	186
2019 Q4	$87K	Buy	3,139 +1,236	+65%	+$34.3K	0.07%	176
2019 Q3	$53K	Buy	1,903 +2	+0.1%	+$54	0.05%	220
2019 Q2	$50K	Buy	1,901 +3	+0.2%	+$78	0.04%	246
2019 Q1	$49K	Buy	1,898 +3	+0.2%	+$74	0.04%	205
2018 Q4	$42K	Buy	+1,895	New	+$44.7K	0.03%	209

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

RWMH

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Liberty Wealth Management's FREL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2021, closing a stake of 54 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in FREL in Q4 2018 and held it in 12 quarters. The position peaked at $87K in Q4 2019. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2021.

Liberty Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 54 Fidelity MSCI Real Estate Index ETF shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $87K in Q4 2019.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.