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FREL icon

Pinnacle Private Wealth’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Pinnacle Private Wealth’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 		$262K Buy
9,638
+1,060
+12% +$31.5K 0.1% 221
2022
Q1 		$278K Buy
8,578
+1,188
+16% +$37.6K 0.09% 232
2021
Q4 		$257K Buy
+7,390
New +$241K 0.08% 242

Other funds holding FREL

PNC Financial Services Group
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
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

Pinnacle Private Wealth's FREL Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 12% in Q2 2022, buying an estimated $31.5K and bringing the position to 9,638 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #221.

Pinnacle Private Wealth first reported a position in FREL in Q4 2021 and has held it in 3 quarters since. The position peaked at $278K in Q1 2022. 207 funds tracked by Wall St. Rank hold FREL as of Q2 2022.

  • Pinnacle Private Wealth held 9,638 shares of Fidelity MSCI Real Estate Index ETF worth $262K as of Q2 2022.
  • Pinnacle Private Wealth bought 1,060 Fidelity MSCI Real Estate Index ETF shares in Q2 2022, an estimated $31.5K.
  • Fidelity MSCI Real Estate Index ETF made up 0.1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #221 holding.
  • Pinnacle Private Wealth first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Fidelity MSCI Real Estate Index ETF position peaked at $278K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.