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

Prudential Financial’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	-10,295	Closed	-$258K	–	2627
2023 Q2	$258K	Buy	10,295 +1,273	+14%	+$31.2K	﹤0.01%	2347
2023 Q1	$249K	Buy	+9,022	New	+$233K	﹤0.01%	2329
2022 Q4	–	Sell	-17,276	Closed	-$408K	–	2637
2022 Q3	$408K	Buy	17,276 +1,493	+9%	+$41.6K	﹤0.01%	2166
2022 Q2	$429K	Buy	15,783 +1,929	+14%	+$57.4K	﹤0.01%	2198
2022 Q1	$449K	Buy	13,854 +3,782	+38%	+$120K	﹤0.01%	2249
2021 Q4	$350K	Buy	+10,072	New	+$328K	﹤0.01%	2343

Other funds holding FREL

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Prudential Financial's FREL Position: Q3 2023 in Review

Prudential Financial sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2023, closing a stake of 10,295 shares — an estimated $258K sold.

Prudential Financial first reported a position in FREL in Q4 2021 and held it in 6 quarters. The position peaked at $449K in Q1 2022. 178 funds tracked by Wall St. Rank hold FREL as of Q3 2023.

Prudential Financial reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2023 after selling out during the quarter.
Prudential Financial sold 10,295 Fidelity MSCI Real Estate Index ETF shares in Q3 2023, an estimated $258K.
Prudential Financial first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and held it in 6 quarters.
Prudential Financial's Fidelity MSCI Real Estate Index ETF position peaked at $449K in Q1 2022.
178 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2023.

Based on Prudential Financial's 13F filing for Q3 2023, filed 13 Nov 2023.