VWM
FREL icon

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

VCI 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
Q4 		– Sell
-12,103
Closed -$357K – 91
2024
Q3 		$357K Sell
12,103
-18,123
-60% -$504K 0.16% 87
2024
Q2 		$766K Buy
+30,226
New +$752K 0.38% 65

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

VCI Wealth Management's FREL Position: Q4 2024 in Review

VCI Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 12,103 shares — an estimated $357K sold.

VCI Wealth Management first reported a position in FREL in Q2 2024 and held it in 2 quarters. The position peaked at $766K in Q2 2024. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • VCI Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • VCI Wealth Management sold 12,103 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $357K.
  • VCI Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2024 and held it in 2 quarters.
  • VCI Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $766K in Q2 2024.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on VCI Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.