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

Beam 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
2020
Q1 		– Sell
-17,764
Closed -$610K – 154
2019
Q4 		$610K Buy
+17,764
New +$586K 0.57% 52

Other funds holding FMAT

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFM
Broadview Financial Management Wauwatosa, Wisconsin $146M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Beam Wealth Advisors's FMAT Position: Q1 2020 in Review

Beam Wealth Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2020, closing a stake of 17,764 shares — an estimated $610K sold.

Beam Wealth Advisors first reported a position in FMAT in Q4 2019 and held it in 1 quarter. The position peaked at $610K in Q4 2019. 51 funds tracked by Wall St. Rank hold FMAT as of Q1 2020.

  • Beam Wealth Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 17,764 Fidelity MSCI Materials Index ETF shares in Q1 2020, an estimated $610K.
  • Beam Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2019 and held it in 1 quarter.
  • Beam Wealth Advisors's Fidelity MSCI Materials Index ETF position peaked at $610K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.