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McDonald Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

McDonald Partners’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
Q1 		– Sell
-2,327
Closed -$80.8K – 453
2021
Q4 		$80.8K Buy
+2,327
New +$75.8K 0.07% 93

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Osaic Holdings
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CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
PFA
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Thrivent Financial for Lutherans
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RWMH
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Creative Planning
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McDonald Partners's FREL Position: Q1 2022 in Review

McDonald Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2022, closing a stake of 2,327 shares — an estimated $80.8K sold.

McDonald Partners first reported a position in FREL in Q4 2021 and held it in 1 quarter. The position peaked at $80.8K in Q4 2021. 215 funds tracked by Wall St. Rank hold FREL as of Q1 2022.

  • McDonald Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 2,327 Fidelity MSCI Real Estate Index ETF shares in Q1 2022, an estimated $80.8K.
  • McDonald Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Fidelity MSCI Real Estate Index ETF position peaked at $80.8K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.