Westside Investment Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Westside Investment 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
2023 Q1	–	Sell	-100	Closed	-$2	–	843
2022 Q4	$2	Hold	100	–	–	﹤0.01%	760
2022 Q3	$2	Sell	100 -800	-89%	-$22.3K	﹤0.01%	761
2022 Q2	$24	Hold	900	–	–	﹤0.01%	486
2022 Q1	$29	Hold	900	–	–	﹤0.01%	476
2021 Q4	$31	Hold	900	–	–	﹤0.01%	443
2021 Q3	$27	Hold	900	–	–	﹤0.01%	452
2021 Q2	$27	Hold	900	–	–	﹤0.01%	439
2021 Q1	$24	Hold	900	–	–	﹤0.01%	441
2020 Q4	$22	Hold	900	–	–	﹤0.01%	419
2020 Q3	$21	Hold	900	–	–	﹤0.01%	417
2020 Q2	$21	Hold	900	–	–	﹤0.01%	396
2020 Q1	$18	Buy	+900	New	+$23.7K	﹤0.01%	406
2019 Q2	$81K	Buy	+3,100	New	+$81K	0.03%	246
2018 Q4	$80.6K	Buy	+3,600	New	+$84.9K	0.03%	234

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Westside Investment Management's FREL Position: Q1 2023 in Review

Westside Investment Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2023, closing a stake of 100 shares — an estimated $2 sold.

Westside Investment Management first reported a position in FREL in Q4 2018 and held it in 14 quarters. The position peaked at $81K in Q2 2019. 195 funds tracked by Wall St. Rank hold FREL as of Q1 2023.

Westside Investment Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2023 after selling out during the quarter.
Westside Investment Management sold 100 Fidelity MSCI Real Estate Index ETF shares in Q1 2023, an estimated $2.
Westside Investment Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2018 and held it in 14 quarters.
Westside Investment Management's Fidelity MSCI Real Estate Index ETF position peaked at $81K in Q2 2019.
195 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2023.

Based on Westside Investment Management's 13F filing for Q1 2023, filed 17 May 2023.