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

World Investment 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
Q3 		– Sell
-24,313
Closed -$705K – 253
2022
Q2 		$705K Sell
24,313
-9,788
-29% -$291K 0.15% 113
2022
Q1 		$1.1M Sell
34,101
-20,622
-38% -$653K 0.23% 75
2021
Q4 		$1.71M Buy
54,723
+5,452
+11% +$178K 0.36% 50
2021
Q3 		$1.5M Buy
+49,271
New +$1.56M 0.34% 51

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
T
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

World Investment Advisors's FREL Position: Q3 2022 in Review

World Investment Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2022, closing a stake of 24,313 shares — an estimated $705K sold.

World Investment Advisors first reported a position in FREL in Q3 2021 and held it in 4 quarters. The position peaked at $1.71M in Q4 2021. 192 funds tracked by Wall St. Rank hold FREL as of Q3 2022.

  • World Investment Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2022 after selling out during the quarter.
  • World Investment Advisors sold 24,313 Fidelity MSCI Real Estate Index ETF shares in Q3 2022, an estimated $705K.
  • World Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and held it in 4 quarters.
  • World Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $1.71M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2022.

Based on World Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.