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

Sanctuary 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
Q4 		$5.57K Hold
206
– – ﹤0.01% 188
2024
Q3 		$6.07K Hold
206
– – ﹤0.01% 194
2024
Q2 		$5.22K Buy
+206
New +$5.13K ﹤0.01% 180

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Sanctuary Wealth Management's FREL Position: Q4 2024 in Review

Sanctuary Wealth Management held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q4 2024 at 206 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Sanctuary Wealth Management first reported a position in FREL in Q2 2024 and has held it in 3 quarters since. The position peaked at $6.07K in Q3 2024. 210 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • Sanctuary Wealth Management held 206 shares of Fidelity MSCI Real Estate Index ETF worth $5.57K as of Q4 2024.
  • Sanctuary Wealth Management left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q4 2024.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #188 holding.
  • Sanctuary Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2024 and has held it in 3 quarters since.
  • Sanctuary Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $6.07K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.