TWM
FREL icon

Tradition Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Tradition Wealth 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
-293
Closed -$8K – 675
2023
Q4 		$8K Hold
293
– – ﹤0.01% 1043
2023
Q3 		$7K Hold
293
– – ﹤0.01% 1087
2023
Q2 		$7K Hold
293
– – ﹤0.01% 1118
2023
Q1 		$7K Hold
293
– – ﹤0.01% 1074
2022
Q4 		$7K Hold
293
– – ﹤0.01% 974
2022
Q3 		$7K Hold
293
– – ﹤0.01% 1003
2022
Q2 		$8K Hold
293
– – ﹤0.01% 872
2022
Q1 		$9K Hold
293
– – ﹤0.01% 920
2021
Q4 		$10K Hold
293
– – ﹤0.01% 921
2021
Q3 		$9K Hold
293
– – ﹤0.01% 928
2021
Q2 		$9K Buy
+293
New +$8.69K ﹤0.01% 963
2021
Q1 		– Sell
-293
Closed -$7K – 873
2020
Q4 		$7K Buy
+293
New +$7.23K ﹤0.01% 798

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

Tradition Wealth Management's FREL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2024, closing a stake of 293 shares — an estimated $8K sold.

Tradition Wealth Management first reported a position in FREL in Q4 2020 and held it in 12 quarters. The position peaked at $10K in Q4 2021. 205 funds tracked by Wall St. Rank hold FREL as of Q1 2024.

  • Tradition Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 293 Fidelity MSCI Real Estate Index ETF shares in Q1 2024, an estimated $8K.
  • Tradition Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $10K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.