RWM
FREL icon

Revisor Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Revisor Wealth Management’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
2024
Q2 		– Sell
-9,160
Closed -$242K – 172
2024
Q1 		$242K Buy
+9,160
New +$236K 0.11% 164

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CNC
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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Revisor Wealth Management's FREL Position: Q2 2024 in Review

Revisor Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2024, closing a stake of 9,160 shares — an estimated $242K sold.

Revisor Wealth Management first reported a position in FREL in Q1 2024 and held it in 1 quarter. The position peaked at $242K in Q1 2024. 199 funds tracked by Wall St. Rank hold FREL as of Q2 2024.

  • Revisor Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2024 after selling out during the quarter.
  • Revisor Wealth Management sold 9,160 Fidelity MSCI Real Estate Index ETF shares in Q2 2024, an estimated $242K.
  • Revisor Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2024 and held it in 1 quarter.
  • Revisor Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $242K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2024.

Based on Revisor Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.