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

Accel 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
2023 Q2	–	Sell	-1,615	Closed	-$73.6K	–	408
2023 Q1	$73.6K	Hold	1,615	–	–	0.03%	392
2022 Q4	$70.5K	Hold	1,615	–	–	0.03%	302
2022 Q3	$66K	Hold	1,615	–	–	0.04%	320
2022 Q2	$65K	Hold	1,615	–	–	0.04%	305
2022 Q1	$81K	Hold	1,615	–	–	0.04%	281
2021 Q4	$81K	Hold	1,615	–	–	0.04%	291
2021 Q3	$71K	Hold	1,615	–	–	0.05%	270
2021 Q2	$75K	Sell	1,615 -5	-0.3%	-$236	0.05%	272
2021 Q1	$72K	Hold	1,620	–	–	0.06%	260
2020 Q4	$65K	Buy	+1,620	New	+$60.8K	0.06%	252

Other funds holding FMAT

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Accel Wealth Management's FMAT Position: Q2 2023 in Review

Accel Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2023, closing a stake of 1,615 shares — an estimated $73.6K sold.

Accel Wealth Management first reported a position in FMAT in Q4 2020 and held it in 10 quarters. The position peaked at $81K in Q1 2022. 98 funds tracked by Wall St. Rank hold FMAT as of Q2 2023.

Accel Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,615 Fidelity MSCI Materials Index ETF shares in Q2 2023, an estimated $73.6K.
Accel Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $81K in Q1 2022.
98 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.