Newbridge Financial Services Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Newbridge Financial Services Group’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 Q2	–	Sell	-796	Closed	-$20.8K	–	1144
2024 Q1	$20.8K	Hold	796	–	–	0.01%	585
2023 Q4	$21.2K	Hold	796	–	–	0.01%	583
2023 Q3	$18.1K	Hold	796	–	–	0.01%	663
2023 Q2	$20K	Hold	796	–	–	0.01%	699
2023 Q1	$19.8K	Hold	796	–	–	0.01%	727
2022 Q4	$19.7K	Hold	796	–	–	0.01%	722
2022 Q3	$19K	Hold	796	–	–	0.01%	705
2022 Q2	$22K	Hold	796	–	–	0.01%	629
2022 Q1	$26K	Hold	796	–	–	0.01%	648
2021 Q4	$28K	Hold	796	–	–	0.01%	625
2021 Q3	$24K	Sell	796 -176	-18%	-$5.57K	0.02%	605
2021 Q2	$30K	Hold	972	–	–	0.02%	632
2021 Q1	$27K	Buy	+972	New	+$25.5K	0.02%	607
2020 Q4	–	Sell	-22	Closed	-$1K	–	1132
2020 Q3	$1K	Buy	+22	New	+$526	﹤0.01%	967

Other funds holding FREL

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return