Parametric Portfolio Associates’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Parametric Portfolio Associates’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 Q1	$435K	Buy	13,443 +3,159	+31%	+$100K	﹤0.01%	3152
2021 Q4	$357K	Buy	10,284 +3,503	+52%	+$114K	﹤0.01%	3215
2021 Q3	$206K	Buy	+6,781	New	+$215K	﹤0.01%	3430

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

Parametric Portfolio Associates's FREL Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 31% in Q1 2022, buying an estimated $100K and bringing the position to 13,443 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #3152.

Parametric Portfolio Associates first reported a position in FREL in Q3 2021 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold FREL as of Q1 2022.

Parametric Portfolio Associates held 13,443 shares of Fidelity MSCI Real Estate Index ETF worth $435K as of Q1 2022.
Parametric Portfolio Associates bought 3,159 Fidelity MSCI Real Estate Index ETF shares in Q1 2022, an estimated $100K.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3152 holding.
Parametric Portfolio Associates first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and has held it in 3 quarters since.
215 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.