Beaumont Capital Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Beaumont Capital 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 Q1	–	Sell	-5,713	Closed	-$249K	–	41
2022 Q4	$249K	Buy	+5,713	New	+$246K	0.18%	41
2022 Q2	–	Sell	-140,731	Closed	-$6.99M	–	32
2022 Q1	$6.99M	Buy	+140,731	New	+$6.73M	4.5%	5
2021 Q4	–	Sell	-4,614	Closed	-$204K	–	46
2021 Q3	$204K	Buy	+4,614	New	+$214K	0.17%	33

Other funds holding FMAT

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beaumont Capital Management's FMAT Position: Q1 2023 in Review

Beaumont Capital Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2023, closing a stake of 5,713 shares — an estimated $249K sold.

Beaumont Capital Management first reported a position in FMAT in Q3 2021 and held it in 3 quarters. The position peaked at $6.99M in Q1 2022. 106 funds tracked by Wall St. Rank hold FMAT as of Q1 2023.

Beaumont Capital Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2023 after selling out during the quarter.
Beaumont Capital Management sold 5,713 Fidelity MSCI Materials Index ETF shares in Q1 2023, an estimated $249K.
Beaumont Capital Management first reported a position in Fidelity MSCI Materials Index ETF in Q3 2021 and held it in 3 quarters.
Beaumont Capital Management's Fidelity MSCI Materials Index ETF position peaked at $6.99M in Q1 2022.
106 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2023.

Based on Beaumont Capital Management's 13F filing for Q1 2023, filed 11 May 2023.