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Capital Analysts LLC’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-300
Closed -$11K – 1095
2022
Q3 		$11K Hold
300
– – ﹤0.01% 788
2022
Q2 		$12K Hold
300
– – ﹤0.01% 773
2022
Q1 		$15K Buy
+300
New +$14.3K ﹤0.01% 702

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
Commonwealth Equity Services
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Analysts LLC's FMAT Position: Q4 2022 in Review

Capital Analysts LLC sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2022, closing a stake of 300 shares — an estimated $11K sold.

Capital Analysts LLC first reported a position in FMAT in Q1 2022 and held it in 3 quarters. The position peaked at $15K in Q1 2022. 106 funds tracked by Wall St. Rank hold FMAT as of Q4 2022.

  • Capital Analysts LLC reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 300 Fidelity MSCI Materials Index ETF shares in Q4 2022, an estimated $11K.
  • Capital Analysts LLC first reported a position in Fidelity MSCI Materials Index ETF in Q1 2022 and held it in 3 quarters.
  • Capital Analysts LLC's Fidelity MSCI Materials Index ETF position peaked at $15K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2022.

Based on Capital Analysts LLC's 13F filing for Q4 2022, filed 8 Feb 2023.