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NewSquare Capital’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

NewSquare Capital’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
-118
Closed -$2.99K – 358
2024
Q2 		$2.99K Hold
118
– – ﹤0.01% 278
2024
Q1 		$3.08K Hold
118
– – ﹤0.01% 323
2023
Q4 		$3.15K Buy
+118
New +$2.81K ﹤0.01% 358

Other funds holding FREL

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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

NewSquare Capital's FREL Position: Q3 2024 in Review

NewSquare Capital sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2024, closing a stake of 118 shares — an estimated $2.99K sold.

NewSquare Capital first reported a position in FREL in Q4 2023 and held it in 3 quarters. The position peaked at $3.15K in Q4 2023. 203 funds tracked by Wall St. Rank hold FREL as of Q3 2024.

  • NewSquare Capital reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2024 after selling out during the quarter.
  • NewSquare Capital sold 118 Fidelity MSCI Real Estate Index ETF shares in Q3 2024, an estimated $2.99K.
  • NewSquare Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and held it in 3 quarters.
  • NewSquare Capital's Fidelity MSCI Real Estate Index ETF position peaked at $3.15K in Q4 2023.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2024.

Based on NewSquare Capital's 13F filing for Q3 2024, filed 4 Nov 2024.