Amplius Wealth Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Amplius Wealth Advisors’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	-6,515	Closed	-$297K	–	172
2023 Q1	$297K	Buy	6,515 +113	+2%	+$5.18K	0.04%	124
2022 Q4	$279K	Buy	+6,402	New	+$276K	0.04%	123
2022 Q1	–	Sell	-105	Closed	-$5K	–	435
2021 Q4	$5K	Buy	+105	New	+$5.05K	﹤0.01%	706

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

Amplius Wealth Advisors's FMAT Position: Q2 2023 in Review

Amplius Wealth Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2023, closing a stake of 6,515 shares — an estimated $297K sold.

Amplius Wealth Advisors first reported a position in FMAT in Q4 2021 and held it in 3 quarters. The position peaked at $297K in Q1 2023. 98 funds tracked by Wall St. Rank hold FMAT as of Q2 2023.

Amplius Wealth Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 6,515 Fidelity MSCI Materials Index ETF shares in Q2 2023, an estimated $297K.
Amplius Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2021 and held it in 3 quarters.
Amplius Wealth Advisors's Fidelity MSCI Materials Index ETF position peaked at $297K in Q1 2023.
98 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2023.

Based on Amplius Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.