SWA
FREL icon

Stratos Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Stratos Wealth Advisors’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
2020
Q2 		– Sell
-173
Closed -$4K – 297
2020
Q1 		$4K Buy
+173
New +$4.56K ﹤0.01% 261

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Stratos Wealth Advisors's FREL Position: Q2 2020 in Review

Stratos Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2020, closing a stake of 173 shares — an estimated $4K sold.

Stratos Wealth Advisors first reported a position in FREL in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 140 funds tracked by Wall St. Rank hold FREL as of Q2 2020.

  • Stratos Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 173 Fidelity MSCI Real Estate Index ETF shares in Q2 2020, an estimated $4K.
  • Stratos Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and held it in 1 quarter.
  • Stratos Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $4K in Q1 2020.
  • 140 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2020.

Based on Stratos Wealth Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.