PrairieView Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

PrairieView Partners’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 Q3	–	Sell	-1,869	Closed	-$47K	–	376
2024 Q2	$47K	Buy	1,869 +18	+1%	+$448	0.01%	209
2024 Q1	$49K	Buy	1,851 +18	+1%	+$464	0.01%	188
2023 Q4	$49K	Buy	1,833 +14	+0.8%	+$333	0.01%	182
2023 Q3	$41K	Buy	1,819 +17	+0.9%	+$420	0.01%	192
2023 Q2	$45K	Buy	1,802 +17	+1%	+$417	0.01%	203
2023 Q1	$44K	Buy	1,785 +25	+1%	+$645	0.01%	195
2022 Q4	$43K	Buy	1,760 +9	+0.5%	+$223	0.01%	202
2022 Q3	$42K	Buy	1,751 +19	+1%	+$529	0.01%	192
2022 Q2	$47K	Hold	1,732	–	–	0.01%	195
2022 Q1	$56K	Hold	1,732	–	–	0.01%	187
2021 Q4	$60K	Hold	1,732	–	–	0.01%	196
2021 Q3	$53K	Hold	1,732	–	–	0.01%	161
2021 Q2	$53K	Hold	1,732	–	–	0.01%	162
2021 Q1	$48K	Buy	+1,732	New	+$45.5K	0.01%	166

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

PFA

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

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

RWMH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PrairieView Partners's FREL Position: Q3 2024 in Review

PrairieView Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2024, closing a stake of 1,869 shares — an estimated $47K sold.

PrairieView Partners first reported a position in FREL in Q1 2021 and held it in 14 quarters. The position peaked at $60K in Q4 2021. 203 funds tracked by Wall St. Rank hold FREL as of Q3 2024.

PrairieView Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2024 after selling out during the quarter.
PrairieView Partners sold 1,869 Fidelity MSCI Real Estate Index ETF shares in Q3 2024, an estimated $47K.
PrairieView Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2021 and held it in 14 quarters.
PrairieView Partners's Fidelity MSCI Real Estate Index ETF position peaked at $60K in Q4 2021.
203 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2024.

Based on PrairieView Partners's 13F filing for Q3 2024, filed 18 Oct 2024.