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Beacon Pointe Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Beacon Pointe 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
2022
Q2 		– Sell
-9,971
Closed -$495K – 1110
2022
Q1 		$495K Buy
+9,971
New +$477K 0.01% 808

Other funds holding FMAT

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Pointe Advisors's FMAT Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2022, closing a stake of 9,971 shares — an estimated $495K sold.

Beacon Pointe Advisors first reported a position in FMAT in Q1 2022 and held it in 1 quarter. The position peaked at $495K in Q1 2022. 104 funds tracked by Wall St. Rank hold FMAT as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 9,971 Fidelity MSCI Materials Index ETF shares in Q2 2022, an estimated $495K.
  • Beacon Pointe Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q1 2022 and held it in 1 quarter.
  • Beacon Pointe Advisors's Fidelity MSCI Materials Index ETF position peaked at $495K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.