Wescott Financial Advisory Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Wescott Financial Advisory 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
2021 Q3	–	Sell	-20,033	Closed	-$635K	–	70
2021 Q2	$635K	Sell	20,033 -7,970	-28%	-$236K	0.37%	32
2021 Q1	$770K	Buy	28,003 +1,339	+5%	+$35.2K	0.5%	23
2020 Q4	$677K	Buy	+26,664	New	+$658K	0.48%	23

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

Wescott Financial Advisory Group's FREL Position: Q3 2021 in Review

Wescott Financial Advisory Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2021, closing a stake of 20,033 shares — an estimated $635K sold.

Wescott Financial Advisory Group first reported a position in FREL in Q4 2020 and held it in 3 quarters. The position peaked at $770K in Q1 2021. 183 funds tracked by Wall St. Rank hold FREL as of Q3 2021.

Wescott Financial Advisory Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2021 after selling out during the quarter.
Wescott Financial Advisory Group sold 20,033 Fidelity MSCI Real Estate Index ETF shares in Q3 2021, an estimated $635K.
Wescott Financial Advisory Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2020 and held it in 3 quarters.
Wescott Financial Advisory Group's Fidelity MSCI Real Estate Index ETF position peaked at $770K in Q1 2021.
183 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2021.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2021, filed 29 Oct 2021.