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Wealthstar Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Wealthstar Advisors’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 		– Sell
-255,939
Closed -$8.89M – 94
2021
Q4 		$8.89M Buy
+255,939
New +$8.34M 3.05% 8

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

Wealthstar Advisors's FREL Position: Q1 2022 in Review

Wealthstar Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2022, closing a stake of 255,939 shares — an estimated $8.89M sold.

Wealthstar Advisors first reported a position in FREL in Q4 2021 and held it in 1 quarter. The position peaked at $8.89M in Q4 2021. 215 funds tracked by Wall St. Rank hold FREL as of Q1 2022.

  • Wealthstar Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2022 after selling out during the quarter.
  • Wealthstar Advisors sold 255,939 Fidelity MSCI Real Estate Index ETF shares in Q1 2022, an estimated $8.89M.
  • Wealthstar Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and held it in 1 quarter.
  • Wealthstar Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $8.89M in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2022.

Based on Wealthstar Advisors's 13F filing for Q1 2022, filed 13 May 2022.