SSG
FREL icon

Summit Securities Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Summit Securities 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
2023
Q2 		– Sell
-2
Closed – – 961
2023
Q1 		$0 Buy
+2
New +$52 ﹤0.01% 984

Other funds holding FREL

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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Summit Securities Group's FREL Position: Q2 2023 in Review

Summit Securities Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2023, closing a stake of 2 shares.

Summit Securities Group first reported a position in FREL in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 197 funds tracked by Wall St. Rank hold FREL as of Q2 2023.

  • Summit Securities Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Securities Group sold 2 Fidelity MSCI Real Estate Index ETF shares in Q2 2023.
  • Summit Securities Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2023 and held it in 1 quarter.
  • Summit Securities Group's Fidelity MSCI Real Estate Index ETF position peaked at $0 in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.