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Belpointe Asset Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Belpointe Asset 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
-1,281
Closed -$58.4K – 1538
2023
Q1 		$58.4K Buy
1,281
+69
+6% +$3.16K ﹤0.01% 1609
2022
Q4 		$52.9K Buy
+1,212
New +$52.2K ﹤0.01% 1574

Other funds holding FMAT

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Belpointe Asset Management's FMAT Position: Q2 2023 in Review

Belpointe Asset Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2023, closing a stake of 1,281 shares — an estimated $58.4K sold.

Belpointe Asset Management first reported a position in FMAT in Q4 2022 and held it in 2 quarters. The position peaked at $58.4K in Q1 2023. 98 funds tracked by Wall St. Rank hold FMAT as of Q2 2023.

  • Belpointe Asset Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,281 Fidelity MSCI Materials Index ETF shares in Q2 2023, an estimated $58.4K.
  • Belpointe Asset Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Fidelity MSCI Materials Index ETF position peaked at $58.4K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.