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

EPG 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 Q4	–	Sell	-794	Closed	-$30K	–	385
2022 Q3	$30K	Buy	+794	New	+$33.5K	0.01%	286
2022 Q2	–	Sell	-1,107	Closed	-$55K	–	264
2022 Q1	$55K	Buy	1,107 +47	+4%	+$2.25K	0.02%	288
2021 Q4	$53K	Buy	1,060 +2	+0.2%	+$96	0.02%	287
2021 Q3	$47K	Buy	+1,058	New	+$49.1K	0.02%	274

Other funds holding FMAT

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

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 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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EPG Wealth Management's FMAT Position: Q4 2022 in Review

EPG Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2022, closing a stake of 794 shares — an estimated $30K sold.

EPG Wealth Management first reported a position in FMAT in Q3 2021 and held it in 4 quarters. The position peaked at $55K in Q1 2022. 106 funds tracked by Wall St. Rank hold FMAT as of Q4 2022.

EPG Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2022 after selling out during the quarter.
EPG Wealth Management sold 794 Fidelity MSCI Materials Index ETF shares in Q4 2022, an estimated $30K.
EPG Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q3 2021 and held it in 4 quarters.
EPG Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $55K in Q1 2022.
106 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2022.

Based on EPG Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.