WLPWM
FREL icon

Walled Lake Planning & Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-200
Closed -$6K – 178
2021
Q3 		$6K Buy
+200
New +$6.33K ﹤0.01% 282

Other funds holding FREL

PNC Financial Services Group
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WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FREL Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2021, closing a stake of 200 shares — an estimated $6K sold.

Walled Lake Planning & Wealth Management first reported a position in FREL in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 200 Fidelity MSCI Real Estate Index ETF shares in Q4 2021, an estimated $6K.
  • Walled Lake Planning & Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $6K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.