Prostatis Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Prostatis Group’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
2023 Q3	–	Sell	-26,061	Closed	-$28.9K	–	148
2023 Q2	$28.9K	Buy	+26,061	New	+$639K	0.01%	214
2022 Q4	–	Sell	-8,808	Closed	-$211K	–	103
2022 Q3	$211K	Buy	+8,808	New	+$245K	0.24%	61
2020 Q4	–	Sell	-15,751	Closed	-$370K	–	79
2020 Q3	$370K	Sell	15,751 -23,066	-59%	-$551K	0.35%	54
2020 Q2	$908K	Buy	38,817 +6,779	+21%	+$153K	1.82%	19
2020 Q1	$666K	Sell	32,038 -76,800	-71%	-$2.02M	0.95%	22
2019 Q4	$3.03M	Buy	+108,838	New	+$3.02M	2.74%	14

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

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

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Prostatis Group's FREL Position: Q3 2023 in Review

Prostatis Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2023, closing a stake of 26,061 shares — an estimated $28.9K sold.

Prostatis Group first reported a position in FREL in Q4 2019 and held it in 6 quarters. The position peaked at $3.03M in Q4 2019. 177 funds tracked by Wall St. Rank hold FREL as of Q3 2023.

Prostatis Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 26,061 Fidelity MSCI Real Estate Index ETF shares in Q3 2023, an estimated $28.9K.
Prostatis Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and held it in 6 quarters.
Prostatis Group's Fidelity MSCI Real Estate Index ETF position peaked at $3.03M in Q4 2019.
177 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.