Sowell Financial Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Sowell Financial Services’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	-13,990	Closed	-$335K	–	531
2022 Q3	$335K	Buy	+13,990	New	+$390K	0.03%	357
2022 Q1	–	Sell	-23,944	Closed	-$831K	–	275
2021 Q4	$831K	Sell	23,944 -710	-3%	-$23.1K	0.05%	364
2021 Q3	$749K	Buy	24,654 +3,887	+19%	+$123K	0.05%	334
2021 Q2	$632K	Sell	20,767 -13,092	-39%	-$388K	0.04%	385
2021 Q1	$985K	Buy	33,859 +17,857	+112%	+$469K	0.03%	416
2020 Q4	$406K	Buy	+16,002	New	+$395K	0.02%	589
2020 Q3	–	Sell	-18	Closed	–	–	2588
2020 Q2	$0	Buy	18 +4	+29%	+$90	﹤0.01%	2524
2020 Q1	$0	Buy	14 +12	+600%	+$316	﹤0.01%	2509
2019 Q4	$0	Buy	+2	New	+$55	﹤0.01%	2557

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services's FREL Position: Q4 2022 in Review

Sowell Financial Services sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2022, closing a stake of 13,990 shares — an estimated $335K sold.

Sowell Financial Services first reported a position in FREL in Q4 2019 and held it in 9 quarters. The position peaked at $985K in Q1 2021. 196 funds tracked by Wall St. Rank hold FREL as of Q4 2022.

Sowell Financial Services reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2022 after selling out during the quarter.
Sowell Financial Services sold 13,990 Fidelity MSCI Real Estate Index ETF shares in Q4 2022, an estimated $335K.
Sowell Financial Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and held it in 9 quarters.
Sowell Financial Services's Fidelity MSCI Real Estate Index ETF position peaked at $985K in Q1 2021.
196 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2022.

Based on Sowell Financial Services's 13F filing for Q4 2022, filed 9 Feb 2023.