Prospera Financial Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Prospera Financial Services’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	–	Sell	-98	Closed	-$3K	–	1968
2022 Q1	$3K	Buy	+98	New	+$3.1K	﹤0.01%	2378
2020 Q1	–	Sell	-37,314	Closed	-$1.04M	–	558
2019 Q4	$1.04M	Sell	37,314 -965	-3%	-$26.7K	0.08%	251
2019 Q3	$1.07M	Buy	38,279 +6,492	+20%	+$176K	0.11%	176
2019 Q2	$833K	Buy	31,787 +2,332	+8%	+$61K	0.09%	189
2019 Q1	$767K	Buy	+29,455	New	+$728K	0.25%	114
2018 Q3	–	Sell	-12,911	Closed	-$321K	–	424
2018 Q2	$321K	Sell	12,911 -2,748	-18%	-$64.3K	0.04%	328
2018 Q1	$360K	Buy	15,659 +1,966	+14%	+$45.4K	0.05%	297
2017 Q4	$331K	Buy	13,693 +56	+0.4%	+$1.38K	0.05%	288
2017 Q3	$332K	Buy	13,637 +1,143	+9%	+$27.9K	0.05%	303
2017 Q2	$297K	Buy	+12,494	New	+$302K	0.05%	312

Other funds holding FREL

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 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

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 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

Prospera Financial Services's FREL Position: Q2 2022 in Review

Prospera Financial Services sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2022, closing a stake of 98 shares — an estimated $3K sold.

Prospera Financial Services first reported a position in FREL in Q2 2017 and held it in 10 quarters. The position peaked at $1.07M in Q3 2019. 207 funds tracked by Wall St. Rank hold FREL as of Q2 2022.

Prospera Financial Services reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 98 Fidelity MSCI Real Estate Index ETF shares in Q2 2022, an estimated $3K.
Prospera Financial Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2017 and held it in 10 quarters.
Prospera Financial Services's Fidelity MSCI Real Estate Index ETF position peaked at $1.07M in Q3 2019.
207 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.