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

Selective 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
2022
Q4 		– Sell
-886
Closed -$21K – 336
2022
Q3 		$21K Sell
886
-130
-13% -$3.62K 0.01% 419
2022
Q2 		$28K Buy
1,016
+457
+82% +$13.6K 0.01% 417
2022
Q1 		$18K Buy
+559
New +$17.7K 0.01% 457

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 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 $7.86B AUM 19.64% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Selective Wealth Management's FREL Position: Q4 2022 in Review

Selective Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2022, closing a stake of 886 shares — an estimated $21K sold.

Selective Wealth Management first reported a position in FREL in Q1 2022 and held it in 3 quarters. The position peaked at $28K in Q2 2022. 196 funds tracked by Wall St. Rank hold FREL as of Q4 2022.

  • Selective Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 886 Fidelity MSCI Real Estate Index ETF shares in Q4 2022, an estimated $21K.
  • Selective Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $28K in Q2 2022.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.