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

Professional Financial 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
2022 Q4	–	Sell	-895	Closed	-$21K	–	214
2022 Q3	$21K	Hold	895	–	–	0.01%	220
2022 Q2	$24K	Hold	895	–	–	0.01%	211
2022 Q1	$29K	Hold	895	–	–	0.01%	197
2021 Q4	$31K	Hold	895	–	–	0.01%	209
2021 Q3	$27K	Hold	895	–	–	0.02%	188
2021 Q2	$27K	Hold	895	–	–	0.01%	191
2021 Q1	$25K	Hold	895	–	–	0.02%	177
2020 Q4	$23K	Hold	895	–	–	0.02%	181
2020 Q3	$20K	Buy	+895	New	+$21.4K	0.02%	168

Other funds holding FREL

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

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 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

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Professional Financial Advisors's FREL Position: Q4 2022 in Review

Professional Financial Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2022, closing a stake of 895 shares — an estimated $21K sold.

Professional Financial Advisors first reported a position in FREL in Q3 2020 and held it in 9 quarters. The position peaked at $31K in Q4 2021. 196 funds tracked by Wall St. Rank hold FREL as of Q4 2022.

Professional Financial Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 895 Fidelity MSCI Real Estate Index ETF shares in Q4 2022, an estimated $21K.
Professional Financial Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $31K in Q4 2021.
196 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.