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

Win 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
2024
Q4 		– Sell
-96,195
Closed -$2.84M – 63
2024
Q3 		$2.84M Buy
+96,195
New +$2.68M 1.33% 23
2022
Q2 		– Sell
-1,545
Closed -$50K – 174
2022
Q1 		$50K Buy
+1,545
New +$48.9K 0.01% 90

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Win Advisors's FREL Position: Q4 2024 in Review

Win Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 96,195 shares — an estimated $2.84M sold.

Win Advisors first reported a position in FREL in Q1 2022 and held it in 2 quarters. The position peaked at $2.84M in Q3 2024. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • Win Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • Win Advisors sold 96,195 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $2.84M.
  • Win Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and held it in 2 quarters.
  • Win Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $2.84M in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on Win Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.