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Patriot Financial Group Insurance Agency’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-318
Closed -$9K – 962
2022
Q2 		$9K Sell
318
-1,024
-76% -$30.5K ﹤0.01% 1282
2022
Q1 		$43K Buy
1,342
+669
+99% +$21.2K 0.01% 824
2021
Q4 		$23K Buy
673
+1
+0.1% +$33 ﹤0.01% 1160
2021
Q3 		$20K Sell
672
-134
-17% -$4.24K ﹤0.01% 1212
2021
Q2 		$25K Buy
806
+129
+19% +$3.82K ﹤0.01% 1087
2021
Q1 		$19K Sell
677
-96
-12% -$2.52K ﹤0.01% 1113
2020
Q4 		$20K Hold
773
– – 0.01% 964
2020
Q3 		$18K Buy
773
+35
+5% +$836 0.01% 827
2020
Q2 		$17K Sell
738
-215
-23% -$4.84K 0.01% 795
2020
Q1 		$20K Buy
953
+134
+16% +$3.53K 0.01% 665
2019
Q4 		$23K Hold
819
– – 0.01% 644
2019
Q3 		$23K Hold
819
– – 0.01% 605
2019
Q2 		$22K Buy
819
+4
+0.5% +$105 0.01% 621
2019
Q1 		$21K Sell
815
-925
-53% -$22.9K 0.01% 542
2018
Q4 		$39K Buy
1,740
+1,093
+169% +$25.8K 0.03% 367
2018
Q3 		$16K Buy
+647
New +$16K 0.01% 522

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $6.97B AUM 16.14% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FREL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2022, closing a stake of 318 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in FREL in Q3 2018 and held it in 16 quarters. The position peaked at $43K in Q1 2022. 192 funds tracked by Wall St. Rank hold FREL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 318 Fidelity MSCI Real Estate Index ETF shares in Q3 2022, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2018 and held it in 16 quarters.
  • Patriot Financial Group Insurance Agency's Fidelity MSCI Real Estate Index ETF position peaked at $43K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.