Birchcreek Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Birchcreek Wealth 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
2022 Q3	–	Sell	-5,028	Closed	-$206K	–	120
2022 Q2	$206K	Buy	+5,028	New	+$236K	0.18%	109
2022 Q1	–	Sell	-6,748	Closed	-$340K	–	113
2021 Q4	$340K	Sell	6,748 -62	-0.9%	-$2.98K	0.3%	78
2021 Q3	$301K	Sell	6,810 -113	-2%	-$5.25K	0.28%	83
2021 Q2	$320K	Buy	6,923 +641	+10%	+$30.3K	0.31%	76
2021 Q1	$278K	Buy	+6,282	New	+$264K	0.29%	80

Other funds holding FMAT

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Birchcreek Wealth Management's FMAT Position: Q3 2022 in Review

Birchcreek Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2022, closing a stake of 5,028 shares — an estimated $206K sold.

Birchcreek Wealth Management first reported a position in FMAT in Q1 2021 and held it in 5 quarters. The position peaked at $340K in Q4 2021. 89 funds tracked by Wall St. Rank hold FMAT as of Q3 2022.

Birchcreek Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2022 after selling out during the quarter.
Birchcreek Wealth Management sold 5,028 Fidelity MSCI Materials Index ETF shares in Q3 2022, an estimated $206K.
Birchcreek Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q1 2021 and held it in 5 quarters.
Birchcreek Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $340K in Q4 2021.
89 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2022.

Based on Birchcreek Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.