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Mutual Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Mutual Advisors’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
Q3 		– Sell
-16,935
Closed -$461K – 1121
2024
Q2 		$461K Sell
16,935
-15,295
-47% -$381K 0.01% 734
2024
Q1 		$841K Sell
32,230
-489
-1% -$12.6K 0.03% 532
2023
Q4 		$872K Sell
32,719
-6,009
-16% -$143K 0.03% 494
2023
Q3 		$881K Sell
38,728
-34,015
-47% -$841K 0.03% 457
2023
Q2 		$1.83M Buy
72,743
+1,355
+2% +$33.2K 0.07% 270
2023
Q1 		$1.78M Sell
71,388
-19,273
-21% -$498K 0.07% 273
2022
Q4 		$2.25M Sell
90,661
-701
-0.8% -$17.3K 0.1% 206
2022
Q3 		$2.19M Sell
91,362
-709
-0.8% -$19.8K 0.11% 178
2022
Q2 		$2.5M Buy
92,071
+9,023
+11% +$269K 0.17% 150
2022
Q1 		$2.69M Buy
83,048
+57,021
+219% +$1.81M 0.15% 159
2021
Q4 		$904K Sell
26,027
-57
-0.2% -$1.86K 0.05% 415
2021
Q3 		$793K Sell
26,084
-1,057
-4% -$33.5K 0.05% 410
2021
Q2 		$826K Buy
27,141
+3,857
+17% +$114K 0.05% 403
2021
Q1 		$640K Buy
23,284
+12,548
+117% +$330K 0.04% 435
2020
Q4 		$272K Buy
+10,736
New +$265K 0.02% 622
2020
Q1 		– Sell
-111,675
Closed -$3.11M – 594
2019
Q4 		$3.11M Sell
111,675
-33,914
-23% -$940K 0.33% 65
2019
Q3 		$4.06M Buy
+145,589
New +$3.95M 0.54% 37

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
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mutual Advisors's FREL Position: Q3 2024 in Review

Mutual Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2024, closing a stake of 16,935 shares — an estimated $461K sold.

Mutual Advisors first reported a position in FREL in Q3 2019 and held it in 17 quarters. The position peaked at $4.06M in Q3 2019. 203 funds tracked by Wall St. Rank hold FREL as of Q3 2024.

  • Mutual Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2024 after selling out during the quarter.
  • Mutual Advisors sold 16,935 Fidelity MSCI Real Estate Index ETF shares in Q3 2024, an estimated $461K.
  • Mutual Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2019 and held it in 17 quarters.
  • Mutual Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $4.06M in Q3 2019.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.