Almanack Investment Partners’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Almanack Investment Partners’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
2022 Q4	–	Sell	-6,173	Closed	-$235K	–	523
2022 Q3	$235K	Sell	6,173 -4,908	-44%	-$207K	0.05%	126
2022 Q2	$454K	Sell	11,081 -22,701	-67%	-$1.06M	0.05%	250
2022 Q1	$1.68M	Sell	33,782 -6,738	-17%	-$322K	0.15%	104
2021 Q4	$2.04M	Buy	40,520 +11,523	+40%	+$555K	0.17%	90
2021 Q3	$1.28M	Buy	+28,997	New	+$1.35M	0.11%	132

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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Almanack Investment Partners's FMAT Position: Q4 2022 in Review

Almanack Investment Partners sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2022, closing a stake of 6,173 shares — an estimated $235K sold.

Almanack Investment Partners first reported a position in FMAT in Q3 2021 and held it in 5 quarters. The position peaked at $2.04M in Q4 2021. 106 funds tracked by Wall St. Rank hold FMAT as of Q4 2022.

Almanack Investment Partners reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 6,173 Fidelity MSCI Materials Index ETF shares in Q4 2022, an estimated $235K.
Almanack Investment Partners first reported a position in Fidelity MSCI Materials Index ETF in Q3 2021 and held it in 5 quarters.
Almanack Investment Partners's Fidelity MSCI Materials Index ETF position peaked at $2.04M in Q4 2021.
106 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.