Marshall Wace
FREL icon

Marshall Wace’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Marshall Wace’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
2022
Q2 		– Sell
-22,457
Closed -$727K – 3572
2022
Q1 		$727K Buy
+22,457
New +$711K ﹤0.01% 2595

Other funds holding FREL

PNC Financial Services Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Marshall Wace's FREL Position: Q2 2022 in Review

Marshall Wace sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2022, closing a stake of 22,457 shares — an estimated $727K sold.

Marshall Wace first reported a position in FREL in Q1 2022 and held it in 1 quarter. The position peaked at $727K in Q1 2022. 207 funds tracked by Wall St. Rank hold FREL as of Q2 2022.

  • Marshall Wace reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2022 after selling out during the quarter.
  • Marshall Wace sold 22,457 Fidelity MSCI Real Estate Index ETF shares in Q2 2022, an estimated $727K.
  • Marshall Wace first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and held it in 1 quarter.
  • Marshall Wace's Fidelity MSCI Real Estate Index ETF position peaked at $727K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2022.

Based on Marshall Wace's 13F filing for Q2 2022, filed 15 Aug 2022.