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EverSource Wealth Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

EverSource Wealth Advisors’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
Q1 		– Sell
-52
Closed -$3K – 1758
2021
Q4 		$3K Buy
+52
New +$2.5K ﹤0.01% 1419

Other funds holding FMAT

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EverSource Wealth Advisors's FMAT Position: Q1 2022 in Review

EverSource Wealth Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2022, closing a stake of 52 shares — an estimated $3K sold.

EverSource Wealth Advisors first reported a position in FMAT in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 113 funds tracked by Wall St. Rank hold FMAT as of Q1 2022.

  • EverSource Wealth Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 52 Fidelity MSCI Materials Index ETF shares in Q1 2022, an estimated $3K.
  • EverSource Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2021 and held it in 1 quarter.
  • EverSource Wealth Advisors's Fidelity MSCI Materials Index ETF position peaked at $3K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2022.

Based on EverSource Wealth Advisors's 13F filing for Q1 2022, filed 25 May 2022.