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StrategIQ Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

StrategIQ Financial Group’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
Q1 		– Sell
-5,990
Closed -$208K – 298
2021
Q4 		$208K Buy
+5,990
New +$195K 0.02% 285

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

StrategIQ Financial Group's FREL Position: Q1 2022 in Review

StrategIQ Financial Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2022, closing a stake of 5,990 shares — an estimated $208K sold.

StrategIQ Financial Group first reported a position in FREL in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 215 funds tracked by Wall St. Rank hold FREL as of Q1 2022.

  • StrategIQ Financial Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2022 after selling out during the quarter.
  • StrategIQ Financial Group sold 5,990 Fidelity MSCI Real Estate Index ETF shares in Q1 2022, an estimated $208K.
  • StrategIQ Financial Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and held it in 1 quarter.
  • StrategIQ Financial Group's Fidelity MSCI Real Estate Index ETF position peaked at $208K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2022.

Based on StrategIQ Financial Group's 13F filing for Q1 2022, filed 21 Apr 2022.