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

Northwest Financial 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
Q4 		– Sell
-986
Closed -$29.1K – 253
2024
Q3 		$29.1K Buy
+986
New +$27.4K 0.02% 287
2024
Q1 		– Sell
-986
Closed -$26.3K – 233
2023
Q4 		$26.3K Buy
+986
New +$23.5K 0.02% 275

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Northwest Financial Advisors's FREL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 986 shares — an estimated $29.1K sold.

Northwest Financial Advisors first reported a position in FREL in Q4 2023 and held it in 2 quarters. The position peaked at $29.1K in Q3 2024. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 986 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $29.1K.
  • Northwest Financial Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $29.1K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.