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TFC Financial Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

TFC Financial Management’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
2024
Q1 		– Sell
-50
Closed -$1.33K – 911
2023
Q4 		$1.33K Sell
50
-50
-50% -$1.19K ﹤0.01% 490
2023
Q3 		$2.27K Buy
+100
New +$2.47K ﹤0.01% 450

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

TFC Financial Management's FREL Position: Q1 2024 in Review

TFC Financial Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2024, closing a stake of 50 shares — an estimated $1.33K sold.

TFC Financial Management first reported a position in FREL in Q3 2023 and held it in 2 quarters. The position peaked at $2.27K in Q3 2023. 205 funds tracked by Wall St. Rank hold FREL as of Q1 2024.

  • TFC Financial Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2024 after selling out during the quarter.
  • TFC Financial Management sold 50 Fidelity MSCI Real Estate Index ETF shares in Q1 2024, an estimated $1.33K.
  • TFC Financial Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2023 and held it in 2 quarters.
  • TFC Financial Management's Fidelity MSCI Real Estate Index ETF position peaked at $2.27K in Q3 2023.
  • 205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2024.

Based on TFC Financial Management's 13F filing for Q1 2024, filed 30 Apr 2024.