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O'Dell Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

O'Dell 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
Q1 		– Sell
-539
Closed -$14.4K – 224
2023
Q4 		$14.4K Buy
+539
New +$12.8K ﹤0.01% 320
2023
Q3 		– Sell
-539
Closed -$13.5K – 211
2023
Q2 		$13.5K Buy
+539
New +$13.2K ﹤0.01% 313
2022
Q4 		– Sell
-539
Closed -$13K – 190
2022
Q3 		$13K Hold
539
– – ﹤0.01% 270
2022
Q2 		$15K Hold
539
– – 0.01% 246
2022
Q1 		$17K Hold
539
– – 0.01% 269
2021
Q4 		$19K Hold
539
– – 0.01% 245
2021
Q3 		$16K Buy
+539
New +$17.1K 0.01% 253

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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

O'Dell Group's FREL Position: Q1 2024 in Review

O'Dell Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2024, closing a stake of 539 shares — an estimated $14.4K sold.

O'Dell Group first reported a position in FREL in Q3 2021 and held it in 7 quarters. The position peaked at $19K in Q4 2021. 205 funds tracked by Wall St. Rank hold FREL as of Q1 2024.

  • O'Dell Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 539 Fidelity MSCI Real Estate Index ETF shares in Q1 2024, an estimated $14.4K.
  • O'Dell Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Fidelity MSCI Real Estate Index ETF position peaked at $19K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.