CAM
FMAT icon

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

Creekmur 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
2024
Q3 		– Sell
-75
Closed -$3.71K – 1052
2024
Q2 		$3.71K Hold
75
– – ﹤0.01% 628
2024
Q1 		$3.93K Hold
75
– – ﹤0.01% 588
2023
Q4 		$3.66K Buy
+75
New +$3.37K ﹤0.01% 630

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Creekmur Asset Management's FMAT Position: Q3 2024 in Review

Creekmur Asset Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2024, closing a stake of 75 shares — an estimated $3.71K sold.

Creekmur Asset Management first reported a position in FMAT in Q4 2023 and held it in 3 quarters. The position peaked at $3.93K in Q1 2024. 112 funds tracked by Wall St. Rank hold FMAT as of Q3 2024.

  • Creekmur Asset Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 75 Fidelity MSCI Materials Index ETF shares in Q3 2024, an estimated $3.71K.
  • Creekmur Asset Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2023 and held it in 3 quarters.
  • Creekmur Asset Management's Fidelity MSCI Materials Index ETF position peaked at $3.93K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.