Wealthcare Advisory Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-20,044	Closed	-$610K	–	555
2021 Q2	$610K	Buy	20,044 +346	+2%	+$10.3K	0.04%	276
2021 Q1	$541K	Buy	19,698 +3,996	+25%	+$105K	0.04%	274
2020 Q4	$399K	Buy	15,702 +182	+1%	+$4.49K	0.04%	270
2020 Q3	$365K	Buy	15,520 +743	+5%	+$17.7K	0.04%	250
2020 Q2	$345K	Buy	14,777 +293	+2%	+$6.6K	0.04%	222
2020 Q1	$301K	Buy	14,484 +6,656	+85%	+$175K	0.04%	215
2019 Q4	$218K	Sell	7,828 -406	-5%	-$11.3K	0.03%	283
2019 Q3	$230K	Sell	8,234 -197	-2%	-$5.35K	0.03%	251
2019 Q2	$221K	Buy	8,431 +3,995	+90%	+$104K	0.04%	258
2019 Q1	$115K	Buy	4,436 +1,096	+33%	+$27.1K	0.02%	317
2018 Q4	$75K	Hold	3,340	–	–	0.01%	354
2018 Q3	$80K	Buy	+3,340	New	+$82.8K	0.01%	374

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthcare Advisory Partners's FREL Position: Q3 2021 in Review

Wealthcare Advisory Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2021, closing a stake of 20,044 shares — an estimated $610K sold.

Wealthcare Advisory Partners first reported a position in FREL in Q3 2018 and held it in 12 quarters. The position peaked at $610K in Q2 2021. 183 funds tracked by Wall St. Rank hold FREL as of Q3 2021.

Wealthcare Advisory Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 20,044 Fidelity MSCI Real Estate Index ETF shares in Q3 2021, an estimated $610K.
Wealthcare Advisory Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2018 and held it in 12 quarters.
Wealthcare Advisory Partners's Fidelity MSCI Real Estate Index ETF position peaked at $610K in Q2 2021.
183 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2021, filed 15 Nov 2021.