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FREL icon

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

Professional Planning’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
2021
Q3 		$421K Sell
13,856
-435
-3% -$13.8K 0.2% 78
2021
Q2 		$434K Buy
+14,291
New +$424K 0.2% 77

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Professional Planning's FREL Position: Q3 2021 in Review

Professional Planning reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 3% in Q3 2021, selling an estimated $13.8K and leaving 13,856 shares worth $421K. The position accounts for 0.2% of the portfolio, ranked #78.

Professional Planning first reported a position in FREL in Q2 2021 and has held it in 2 quarters since. The position peaked at $434K in Q2 2021. 183 funds tracked by Wall St. Rank hold FREL as of Q3 2021.

  • Professional Planning held 13,856 shares of Fidelity MSCI Real Estate Index ETF worth $421K as of Q3 2021.
  • Professional Planning sold 435 Fidelity MSCI Real Estate Index ETF shares in Q3 2021, an estimated $13.8K.
  • Fidelity MSCI Real Estate Index ETF made up 0.2% of Professional Planning's portfolio in Q3 2021, its #78 holding.
  • Professional Planning first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and has held it in 2 quarters since.
  • Professional Planning's Fidelity MSCI Real Estate Index ETF position peaked at $434K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.