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Orion Portfolio Solutions’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Orion Portfolio Solutions’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
-57,875
Closed -$1.71M – 1853
2024
Q3 		$1.71M Sell
57,875
-3,567
-6% -$99.2K 0.02% 769
2024
Q2 		$1.56M Buy
61,442
+4,499
+8% +$112K 0.02% 769
2024
Q1 		$1.49M Sell
56,943
-29,543
-34% -$761K 0.02% 799
2023
Q4 		$2.29M Buy
+86,486
New +$2.06M 0.03% 564

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $916M AUM 15.95% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Orion Portfolio Solutions's FREL Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 57,875 shares — an estimated $1.71M sold.

Orion Portfolio Solutions first reported a position in FREL in Q4 2023 and held it in 4 quarters. The position peaked at $2.29M in Q4 2023. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 57,875 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $1.71M.
  • Orion Portfolio Solutions first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and held it in 4 quarters.
  • Orion Portfolio Solutions's Fidelity MSCI Real Estate Index ETF position peaked at $2.29M in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.