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Romano Brothers & Co’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-600
Closed -$14.9K – 532
2022
Q4 		$14.9K Buy
+600
New +$14.8K ﹤0.01% 668

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Romano Brothers & Co's FREL Position: Q1 2023 in Review

Romano Brothers & Co sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2023, closing a stake of 600 shares — an estimated $14.9K sold.

Romano Brothers & Co first reported a position in FREL in Q4 2022 and held it in 1 quarter. The position peaked at $14.9K in Q4 2022. 194 funds tracked by Wall St. Rank hold FREL as of Q1 2023.

  • Romano Brothers & Co reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 600 Fidelity MSCI Real Estate Index ETF shares in Q1 2023, an estimated $14.9K.
  • Romano Brothers & Co first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Fidelity MSCI Real Estate Index ETF position peaked at $14.9K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.