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Arcadia Investment Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Arcadia Investment 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
-120
Closed -$5.47K – 349
2023
Q1 		$5.47K Buy
+120
New +$5.5K ﹤0.01% 326

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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Goldman Sachs
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

Arcadia Investment Management's FMAT Position: Q2 2023 in Review

Arcadia Investment Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2023, closing a stake of 120 shares — an estimated $5.47K sold.

Arcadia Investment Management first reported a position in FMAT in Q1 2023 and held it in 1 quarter. The position peaked at $5.47K in Q1 2023. 98 funds tracked by Wall St. Rank hold FMAT as of Q2 2023.

  • Arcadia Investment Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2023 after selling out during the quarter.
  • Arcadia Investment Management sold 120 Fidelity MSCI Materials Index ETF shares in Q2 2023, an estimated $5.47K.
  • Arcadia Investment Management first reported a position in Fidelity MSCI Materials Index ETF in Q1 2023 and held it in 1 quarter.
  • Arcadia Investment Management's Fidelity MSCI Materials Index ETF position peaked at $5.47K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2023.

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