Gradient Investments’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Gradient Investments’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	-1,390	Closed	-$68.7K	–	666
2024 Q2	$68.7K	Buy	+1,390	New	+$70.7K	﹤0.01%	450
2024 Q1	–	Sell	-3	Closed	-$150	–	1437
2023 Q4	$150	Hold	3	–	–	﹤0.01%	1720
2023 Q3	$135	Hold	3	–	–	﹤0.01%	1697
2023 Q2	$142	Hold	3	–	–	﹤0.01%	1663
2023 Q1	$138	Hold	3	–	–	﹤0.01%	1421
2022 Q4	$132	Buy	+3	New	+$129	﹤0.01%	1419
2022 Q3	–	Sell	-178	Closed	-$7K	–	1401
2022 Q2	$7K	Buy	178 +127	+249%	+$5.95K	﹤0.01%	836
2022 Q1	$3K	Sell	51 -513	-91%	-$24.5K	﹤0.01%	971
2021 Q4	$28K	Sell	564 -266	-32%	-$12.8K	﹤0.01%	594
2021 Q3	$37K	Buy	830 +154	+23%	+$7.15K	﹤0.01%	519
2021 Q2	$31K	Sell	676 -350	-34%	-$16.5K	﹤0.01%	557
2021 Q1	$45K	Buy	+1,026	New	+$43.2K	﹤0.01%	473
2020 Q3	–	Sell	-64	Closed	-$2K	–	1166
2020 Q2	$2K	Buy	+64	New	+$1.83K	﹤0.01%	881

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 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

Gradient Investments's FMAT Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2024, closing a stake of 1,390 shares — an estimated $68.7K sold.

Gradient Investments first reported a position in FMAT in Q2 2020 and held it in 13 quarters. The position peaked at $68.7K in Q2 2024. 112 funds tracked by Wall St. Rank hold FMAT as of Q3 2024.

Gradient Investments reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1,390 Fidelity MSCI Materials Index ETF shares in Q3 2024, an estimated $68.7K.
Gradient Investments first reported a position in Fidelity MSCI Materials Index ETF in Q2 2020 and held it in 13 quarters.
Gradient Investments's Fidelity MSCI Materials Index ETF position peaked at $68.7K in Q2 2024.
112 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.