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TCWP’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

TCWP’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
Q2 		– Sell
-508
Closed -$16K – 804
2022
Q1 		$16K Buy
+508
New +$16.1K ﹤0.01% 747

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

TCWP's FREL Position: Q2 2022 in Review

TCWP sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2022, closing a stake of 508 shares — an estimated $16K sold.

TCWP first reported a position in FREL in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 207 funds tracked by Wall St. Rank hold FREL as of Q2 2022.

  • TCWP reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 508 Fidelity MSCI Real Estate Index ETF shares in Q2 2022, an estimated $16K.
  • TCWP first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's Fidelity MSCI Real Estate Index ETF position peaked at $16K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.