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

Trexquant Investment’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
Q3 		– Sell
-10,503
Closed -$264K – 1576
2023
Q2 		$264K Sell
10,503
-1,120
-10% -$27.5K 0.01% 1233
2023
Q1 		$290K Buy
+11,623
New +$300K 0.01% 1217
2020
Q2 		– Sell
-25,781
Closed -$536K – 1257
2020
Q1 		$536K Buy
+25,781
New +$679K 0.04% 630

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
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
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
T
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
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

Trexquant Investment's FREL Position: Q3 2023 in Review

Trexquant Investment sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2023, closing a stake of 10,503 shares — an estimated $264K sold.

Trexquant Investment first reported a position in FREL in Q1 2020 and held it in 3 quarters. The position peaked at $536K in Q1 2020. 178 funds tracked by Wall St. Rank hold FREL as of Q3 2023.

  • Trexquant Investment reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2023 after selling out during the quarter.
  • Trexquant Investment sold 10,503 Fidelity MSCI Real Estate Index ETF shares in Q3 2023, an estimated $264K.
  • Trexquant Investment first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and held it in 3 quarters.
  • Trexquant Investment's Fidelity MSCI Real Estate Index ETF position peaked at $536K in Q1 2020.
  • 178 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2023.

Based on Trexquant Investment's 13F filing for Q3 2023, filed 13 Nov 2023.