YIH
FREL icon

Y-Intercept (HK)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Y-Intercept (HK)’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
Q2 		– Sell
-7,414
Closed -$240K – 963
2022
Q1 		$240K Buy
+7,414
New +$235K 0.05% 540

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Y-Intercept (HK)'s FREL Position: Q2 2022 in Review

Y-Intercept (HK) sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2022, closing a stake of 7,414 shares — an estimated $240K sold.

Y-Intercept (HK) first reported a position in FREL in Q1 2022 and held it in 1 quarter. The position peaked at $240K in Q1 2022. 207 funds tracked by Wall St. Rank hold FREL as of Q2 2022.

  • Y-Intercept (HK) reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2022 after selling out during the quarter.
  • Y-Intercept (HK) sold 7,414 Fidelity MSCI Real Estate Index ETF shares in Q2 2022, an estimated $240K.
  • Y-Intercept (HK) first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and held it in 1 quarter.
  • Y-Intercept (HK)'s Fidelity MSCI Real Estate Index ETF position peaked at $240K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2022.

Based on Y-Intercept (HK)'s 13F filing for Q2 2022, filed 8 Aug 2022.