Lindbrook Capital’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-1	Closed	-$26	–	2688
2023 Q4	$27	Hold	1	–	–	﹤0.01%	2677
2023 Q3	$23	Hold	1	–	–	﹤0.01%	2670
2023 Q2	$25	Hold	1	–	–	﹤0.01%	2687
2023 Q1	$25	Hold	1	–	–	﹤0.01%	2756
2022 Q4	$25	Sell	1 -380	-100%	-$9.4K	﹤0.01%	2804
2022 Q3	$9K	Hold	381	–	–	﹤0.01%	1366
2022 Q2	$10K	Hold	381	–	–	﹤0.01%	1248
2022 Q1	$12K	Hold	381	–	–	﹤0.01%	1210
2021 Q4	$13K	Buy	381 +380	+38,000%	+$12.4K	﹤0.01%	1164
2021 Q3	$0	Buy	+1	New	+$32	﹤0.01%	1902

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

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

AWM

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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

RWMH

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

BDF

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

Lindbrook Capital's FREL Position: Q1 2024 in Review

Lindbrook Capital sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2024, closing a stake of 1 share — an estimated $26 sold.

Lindbrook Capital first reported a position in FREL in Q3 2021 and held it in 10 quarters. The position peaked at $13K in Q4 2021. 205 funds tracked by Wall St. Rank hold FREL as of Q1 2024.

Lindbrook Capital reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2024 after selling out during the quarter.
Lindbrook Capital sold 1 Fidelity MSCI Real Estate Index ETF share in Q1 2024, an estimated $26.
Lindbrook Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and held it in 10 quarters.
Lindbrook Capital's Fidelity MSCI Real Estate Index ETF position peaked at $13K in Q4 2021.
205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.