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Financial Partners Group (Kansas)’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Financial Partners Group (Kansas)’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
Q2 		– Sell
-9,054
Closed -$474K – 176
2024
Q1 		$474K Buy
9,054
+1,280
+16% +$62.3K 0.08% 111
2023
Q4 		$379K Sell
7,774
-608
-7% -$27.3K 0.07% 111
2023
Q3 		$360K Sell
8,382
-1,854
-18% -$85.8K 0.07% 106
2023
Q2 		$482K Sell
10,236
-154
-1% -$6.89K 0.1% 91
2023
Q1 		$474K Sell
10,390
-1,868
-15% -$85.6K 0.11% 88
2022
Q4 		$573K Sell
12,258
-732
-6% -$31.5K 0.13% 82
2022
Q3 		$494K Buy
12,990
+31
+0.2% +$1.31K 0.13% 81
2022
Q2 		$531K Buy
12,959
+72
+0.6% +$3.37K 0.13% 79
2022
Q1 		$640K Buy
12,887
+935
+8% +$44.7K 0.14% 83
2021
Q4 		$560K Buy
11,952
+3,099
+35% +$149K 0.12% 92
2021
Q3 		$392K Buy
8,853
+4,425
+100% +$205K 0.09% 105
2021
Q2 		$205K Buy
+4,428
New +$209K 0.05% 143

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
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
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 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

Financial Partners Group (Kansas)'s FMAT Position: Q2 2024 in Review

Financial Partners Group (Kansas) sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2024, closing a stake of 9,054 shares — an estimated $474K sold.

Financial Partners Group (Kansas) first reported a position in FMAT in Q2 2021 and held it in 12 quarters. The position peaked at $640K in Q1 2022. 106 funds tracked by Wall St. Rank hold FMAT as of Q2 2024.

  • Financial Partners Group (Kansas) reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 9,054 Fidelity MSCI Materials Index ETF shares in Q2 2024, an estimated $474K.
  • Financial Partners Group (Kansas) first reported a position in Fidelity MSCI Materials Index ETF in Q2 2021 and held it in 12 quarters.
  • Financial Partners Group (Kansas)'s Fidelity MSCI Materials Index ETF position peaked at $640K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2024, filed 19 Jul 2024.