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Procyon Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Procyon Advisors’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
2020
Q3 		– Sell
-1,068
Closed -$25K – 493
2020
Q2 		$25K Hold
1,068
– – 0.01% 498
2020
Q1 		$22K Buy
1,068
+133
+14% +$3.5K 0.01% 467
2019
Q4 		$26K Buy
+935
New +$25.9K 0.02% 448

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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Procyon Advisors's FREL Position: Q3 2020 in Review

Procyon Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2020, closing a stake of 1,068 shares — an estimated $25K sold.

Procyon Advisors first reported a position in FREL in Q4 2019 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 142 funds tracked by Wall St. Rank hold FREL as of Q3 2020.

  • Procyon Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 1,068 Fidelity MSCI Real Estate Index ETF shares in Q3 2020, an estimated $25K.
  • Procyon Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $26K in Q4 2019.
  • 142 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.