BOK Financial Private Wealth’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

BOK Financial Private Wealth’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
2024 Q1	–	Sell	-41	Closed	-$2K	–	493
2023 Q4	$2K	Buy	+41	New	+$1.84K	﹤0.01%	464
2023 Q1	–	Sell	-63	Closed	-$2.75K	–	470
2022 Q4	$2.75K	Buy	+63	New	+$2.71K	﹤0.01%	338

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

BOK Financial Private Wealth's FMAT Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2024, closing a stake of 41 shares — an estimated $2K sold.

BOK Financial Private Wealth first reported a position in FMAT in Q4 2022 and held it in 2 quarters. The position peaked at $2.75K in Q4 2022. 111 funds tracked by Wall St. Rank hold FMAT as of Q1 2024.

BOK Financial Private Wealth reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2024 after selling out during the quarter.
BOK Financial Private Wealth sold 41 Fidelity MSCI Materials Index ETF shares in Q1 2024, an estimated $2K.
BOK Financial Private Wealth first reported a position in Fidelity MSCI Materials Index ETF in Q4 2022 and held it in 2 quarters.
BOK Financial Private Wealth's Fidelity MSCI Materials Index ETF position peaked at $2.75K in Q4 2022.
111 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.