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FREL icon

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

Resolute 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
2022
Q4 		$372K Sell
15,007
-1,864
-11% -$46.1K 0.32% 74
2022
Q3 		$404K Buy
16,871
+2,439
+17% +$68K 0.38% 66
2022
Q2 		$392K Buy
14,432
+737
+5% +$21.9K 0.34% 69
2022
Q1 		$444K Buy
13,695
+2,668
+24% +$84.5K 0.36% 63
2021
Q4 		$383K Buy
+11,027
New +$359K 0.29% 77

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Resolute Financial's FREL Position: Q4 2022 in Review

Resolute Financial reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 11% in Q4 2022, selling an estimated $46.1K and leaving 15,007 shares worth $372K. The position accounts for 0.32% of the portfolio, ranked #74.

Resolute Financial first reported a position in FREL in Q4 2021 and has held it in 5 quarters since. The position peaked at $444K in Q1 2022. 196 funds tracked by Wall St. Rank hold FREL as of Q4 2022.

  • Resolute Financial held 15,007 shares of Fidelity MSCI Real Estate Index ETF worth $372K as of Q4 2022.
  • Resolute Financial sold 1,864 Fidelity MSCI Real Estate Index ETF shares in Q4 2022, an estimated $46.1K.
  • Fidelity MSCI Real Estate Index ETF made up 0.32% of Resolute Financial's portfolio in Q4 2022, its #74 holding.
  • Resolute Financial first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's Fidelity MSCI Real Estate Index ETF position peaked at $444K in Q1 2022.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.