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

Arkadios 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
2021 Q4	–	Sell	-231	Closed	-$10K	–	996
2021 Q3	$10K	Sell	231 -1,083	-82%	-$50.3K	﹤0.01%	1435
2021 Q2	$60K	Buy	1,314 +1,055	+407%	+$49.8K	0.01%	862
2021 Q1	$11K	Buy	259 +72	+39%	+$3.03K	﹤0.01%	1153
2020 Q4	$7K	Buy	+187	New	+$7.01K	﹤0.01%	1044

Other funds holding FMAT

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

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

Arkadios Wealth Advisors's FMAT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2021, closing a stake of 231 shares — an estimated $10K sold.

Arkadios Wealth Advisors first reported a position in FMAT in Q4 2020 and held it in 4 quarters. The position peaked at $60K in Q2 2021. 115 funds tracked by Wall St. Rank hold FMAT as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 231 Fidelity MSCI Materials Index ETF shares in Q4 2021, an estimated $10K.
Arkadios Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Fidelity MSCI Materials Index ETF position peaked at $60K in Q2 2021.
115 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.