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

Graham Capital 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
2023
Q2 		– Sell
-1,073
Closed -$489K – 79
2023
Q1 		$489K Buy
+1,073
New +$49.2K 0.07% 114

Other funds holding FMAT

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Envestnet Asset Management
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Graham Capital Wealth Management's FMAT Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2023, closing a stake of 1,073 shares — an estimated $489K sold.

Graham Capital Wealth Management first reported a position in FMAT in Q1 2023 and held it in 1 quarter. The position peaked at $489K in Q1 2023. 98 funds tracked by Wall St. Rank hold FMAT as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 1,073 Fidelity MSCI Materials Index ETF shares in Q2 2023, an estimated $489K.
  • Graham Capital Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $489K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.