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

TCI 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
2023 Q2	–	Sell	-805	Closed	-$20.1K	–	957
2023 Q1	$20.1K	Hold	805	–	–	﹤0.01%	702
2022 Q4	$20K	Buy	805 +1	+0.1%	+$25	﹤0.01%	706
2022 Q3	$19K	Hold	804	–	–	﹤0.01%	673
2022 Q2	$22K	Hold	804	–	–	﹤0.01%	608
2022 Q1	$26K	Buy	804 +1	+0.1%	+$32	﹤0.01%	584
2021 Q4	$28K	Hold	803	–	–	﹤0.01%	561
2021 Q3	$24K	Hold	803	–	–	﹤0.01%	611
2021 Q2	$24K	Buy	803 +1	+0.1%	+$30	﹤0.01%	559
2021 Q1	$22K	Hold	802	–	–	0.01%	546
2020 Q4	$20K	Hold	802	–	–	0.01%	495
2020 Q3	$19K	Buy	802 +1	+0.1%	+$24	0.01%	458
2020 Q2	$19K	Buy	801 +760	+1,854%	+$17.1K	0.01%	455
2020 Q1	$1K	Buy	41 +1	+3%	+$26	﹤0.01%	1236
2019 Q4	$1K	Sell	40 -221	-85%	-$6.12K	﹤0.01%	1336
2019 Q3	$7K	Buy	261 +221	+553%	+$6K	﹤0.01%	721
2019 Q2	$1K	Buy	40 +1	+3%	+$26	﹤0.01%	1195
2019 Q1	$1K	Buy	+39	New	+$965	﹤0.01%	1214

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

TCI Wealth Advisors's FREL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2023, closing a stake of 805 shares — an estimated $20.1K sold.

TCI Wealth Advisors first reported a position in FREL in Q1 2019 and held it in 17 quarters. The position peaked at $28K in Q4 2021. 198 funds tracked by Wall St. Rank hold FREL as of Q2 2023.

TCI Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 805 Fidelity MSCI Real Estate Index ETF shares in Q2 2023, an estimated $20.1K.
TCI Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and held it in 17 quarters.
TCI Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $28K in Q4 2021.
198 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.