WMG
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WESCAP Management Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

WESCAP Management Group’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
2023
Q1 		– Sell
-14,320
Closed -$355K – 90
2022
Q4 		$355K Buy
+14,320
New +$354K 0.12% 80

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RWMH
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CNC
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PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

WESCAP Management Group's FREL Position: Q1 2023 in Review

WESCAP Management Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2023, closing a stake of 14,320 shares — an estimated $355K sold.

WESCAP Management Group first reported a position in FREL in Q4 2022 and held it in 1 quarter. The position peaked at $355K in Q4 2022. 194 funds tracked by Wall St. Rank hold FREL as of Q1 2023.

  • WESCAP Management Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2023 after selling out during the quarter.
  • WESCAP Management Group sold 14,320 Fidelity MSCI Real Estate Index ETF shares in Q1 2023, an estimated $355K.
  • WESCAP Management Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and held it in 1 quarter.
  • WESCAP Management Group's Fidelity MSCI Real Estate Index ETF position peaked at $355K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2023.

Based on WESCAP Management Group's 13F filing for Q1 2023, filed 4 May 2023.