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Rainey & Randall Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Rainey & Randall Wealth 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
Q3 		– Sell
-8,795
Closed -$239K – 50
2022
Q2 		$239K Buy
8,795
+74
+0.8% +$2.2K 0.09% 44
2022
Q1 		$282K Buy
+8,721
New +$276K 0.1% 43

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $6.97B AUM 16.14% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
T
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

Rainey & Randall Wealth Advisors's FREL Position: Q3 2022 in Review

Rainey & Randall Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2022, closing a stake of 8,795 shares — an estimated $239K sold.

Rainey & Randall Wealth Advisors first reported a position in FREL in Q1 2022 and held it in 2 quarters. The position peaked at $282K in Q1 2022. 192 funds tracked by Wall St. Rank hold FREL as of Q3 2022.

  • Rainey & Randall Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2022 after selling out during the quarter.
  • Rainey & Randall Wealth Advisors sold 8,795 Fidelity MSCI Real Estate Index ETF shares in Q3 2022, an estimated $239K.
  • Rainey & Randall Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and held it in 2 quarters.
  • Rainey & Randall Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $282K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2022.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.