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Verity Asset Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Verity Asset 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
2022
Q1 		$256K Buy
+7,902
New +$250K 0.16% 166

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $6.97B AUM 16.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Verity Asset Management's FREL Position: Q1 2022 in Review

Verity Asset Management opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2022: 7,902 shares worth $256K. The stake represents 0.16% of the portfolio and ranks #166 among its holdings.

215 funds tracked by Wall St. Rank hold FREL as of Q1 2022.

  • Verity Asset Management held 7,902 shares of Fidelity MSCI Real Estate Index ETF worth $256K as of Q1 2022.
  • Fidelity MSCI Real Estate Index ETF was a new Verity Asset Management position in Q1 2022.
  • Fidelity MSCI Real Estate Index ETF made up 0.16% of Verity Asset Management's portfolio in Q1 2022, its #166 holding.
  • 215 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2022.

Based on Verity Asset Management's 13F filing for Q1 2022, filed 12 May 2022.