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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-131	Closed	-$3.32K	–	461
2024 Q2	$3.32K	Buy	131 +1	+0.8%	+$25	﹤0.01%	633
2024 Q1	$3.39K	Buy	+130	New	+$3.35K	﹤0.01%	646
2023 Q4	–	Sell	-212	Closed	-$4.82K	–	428
2023 Q3	$4.82K	Buy	212 +2	+1%	+$49	﹤0.01%	467
2023 Q2	$5.27K	Buy	210 +2	+1%	+$49	﹤0.01%	451
2023 Q1	$5.18K	Sell	208 -73	-26%	-$1.89K	﹤0.01%	447
2022 Q4	$6.96K	Buy	+281	New	+$6.95K	﹤0.01%	649

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

CNC

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

BDF

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Register Financial Advisors's FREL Position: Q3 2024 in Review

Register Financial Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2024, closing a stake of 131 shares — an estimated $3.32K sold.

Register Financial Advisors first reported a position in FREL in Q4 2022 and held it in 6 quarters. The position peaked at $6.96K in Q4 2022. 203 funds tracked by Wall St. Rank hold FREL as of Q3 2024.

Register Financial Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 131 Fidelity MSCI Real Estate Index ETF shares in Q3 2024, an estimated $3.32K.
Register Financial Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $6.96K in Q4 2022.
203 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.