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

Financial Gravity 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
2023
Q1 		– Sell
-44
Closed -$40.4K – 1323
2022
Q4 		$40.4K Sell
44
-564
-93% -$24.3K 0.21% 67
2022
Q3 		$96.4K Buy
+608
New +$25.7K 3.26% 3

Other funds holding FMAT

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Gravity Asset Management's FMAT Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2023, closing a stake of 44 shares — an estimated $40.4K sold.

Financial Gravity Asset Management first reported a position in FMAT in Q3 2022 and held it in 2 quarters. The position peaked at $96.4K in Q3 2022. 107 funds tracked by Wall St. Rank hold FMAT as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 44 Fidelity MSCI Materials Index ETF shares in Q1 2023, an estimated $40.4K.
  • Financial Gravity Asset Management first reported a position in Fidelity MSCI Materials Index ETF in Q3 2022 and held it in 2 quarters.
  • Financial Gravity Asset Management's Fidelity MSCI Materials Index ETF position peaked at $96.4K in Q3 2022.
  • 107 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.