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Rockbridge Investment Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-1,174
Closed -$31.3K – 304
2023
Q4 		$31.3K Buy
+1,174
New +$28K ﹤0.01% 285
2022
Q3 		– Sell
-967
Closed -$26.3K – 285
2022
Q2 		$26.3K Sell
967
-85
-8% -$2.53K 0.01% 277
2022
Q1 		$34.7K Hold
1,052
– – 0.01% 347
2021
Q4 		$37K Sell
1,052
-1
-0.1% -$33 0.01% 395
2021
Q3 		$32K Hold
1,053
– – 0.01% 379
2021
Q2 		$32K Hold
1,053
– – 0.01% 374
2021
Q1 		$29K Buy
1,053
+38
+4% +$999 0.01% 362
2020
Q4 		$26K Buy
1,015
+59
+6% +$1.46K 0.01% 369
2020
Q3 		$22K Sell
956
-528
-36% -$12.6K 0.01% 367
2020
Q2 		$35K Buy
+1,484
New +$33.4K 0.01% 268

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Rockbridge Investment Management's FREL Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2024, closing a stake of 1,174 shares — an estimated $31.3K sold.

Rockbridge Investment Management first reported a position in FREL in Q2 2020 and held it in 10 quarters. The position peaked at $37K in Q4 2021. 205 funds tracked by Wall St. Rank hold FREL as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 1,174 Fidelity MSCI Real Estate Index ETF shares in Q1 2024, an estimated $31.3K.
  • Rockbridge Investment Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Fidelity MSCI Real Estate Index ETF position peaked at $37K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.