Pacific Center for Financial Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Pacific Center for Financial Services’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
2022 Q2	–	Sell	-283	Closed	-$9K	–	397
2022 Q1	$9K	Hold	283	–	–	﹤0.01%	286
2021 Q4	$10K	Hold	283	–	–	﹤0.01%	276
2021 Q3	$9K	Buy	+283	New	+$8.96K	﹤0.01%	293

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Pacific Center for Financial Services's FREL Position: Q2 2022 in Review

Pacific Center for Financial Services sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2022, closing a stake of 283 shares — an estimated $9K sold.

Pacific Center for Financial Services first reported a position in FREL in Q3 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 207 funds tracked by Wall St. Rank hold FREL as of Q2 2022.

Pacific Center for Financial Services reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2022 after selling out during the quarter.
Pacific Center for Financial Services sold 283 Fidelity MSCI Real Estate Index ETF shares in Q2 2022, an estimated $9K.
Pacific Center for Financial Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and held it in 3 quarters.
Pacific Center for Financial Services's Fidelity MSCI Real Estate Index ETF position peaked at $10K in Q4 2021.
207 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2022.

Based on Pacific Center for Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.