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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 – 1143
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 – 1130
2020
Q3 		$1K Buy
+22
New +$526 ﹤0.01% 967

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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Newbridge Financial Services Group's FREL Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2024, closing a stake of 796 shares — an estimated $20.8K sold.

Newbridge Financial Services Group first reported a position in FREL in Q3 2020 and held it in 14 quarters. The position peaked at $30K in Q2 2021. 199 funds tracked by Wall St. Rank hold FREL as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 796 Fidelity MSCI Real Estate Index ETF shares in Q2 2024, an estimated $20.8K.
  • Newbridge Financial Services Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2020 and held it in 14 quarters.
  • Newbridge Financial Services Group's Fidelity MSCI Real Estate Index ETF position peaked at $30K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.