AWM
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Abound Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Abound Wealth Management’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-309
Closed -$16.2K – 1218
2024
Q1 		$16.2K Buy
+309
New +$15K 0.01% 290

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Abound Wealth Management's FMAT Position: Q2 2024 in Review

Abound Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2024, closing a stake of 309 shares — an estimated $16.2K sold.

Abound Wealth Management first reported a position in FMAT in Q1 2024 and held it in 1 quarter. The position peaked at $16.2K in Q1 2024. 106 funds tracked by Wall St. Rank hold FMAT as of Q2 2024.

  • Abound Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 309 Fidelity MSCI Materials Index ETF shares in Q2 2024, an estimated $16.2K.
  • Abound Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q1 2024 and held it in 1 quarter.
  • Abound Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $16.2K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.