HBW Advisory Services’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

HBW Advisory Services’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 Q3	–	Sell	-15,977	Closed	-$745K	–	310
2023 Q2	$745K	Buy	15,977 +982	+7%	+$43.9K	0.16%	138
2023 Q1	$683K	Sell	14,995 -23,674	-61%	-$1.08M	0.17%	138
2022 Q4	$1.69M	Buy	38,669 +25,156	+186%	+$1.08M	0.44%	65
2022 Q3	$514K	Buy	13,513 +43	+0.3%	+$1.81K	0.14%	154
2022 Q2	$552K	Buy	13,470 +258	+2%	+$12.1K	0.14%	145
2022 Q1	$656K	Buy	+13,212	New	+$632K	0.23%	111
2021 Q4	–	Sell	-23,387	Closed	-$1.03M	–	267
2021 Q3	$1.03M	Sell	23,387 -38,709	-62%	-$1.8M	0.27%	90
2021 Q2	$2.87M	Buy	+62,096	New	+$2.93M	0.75%	42
2020 Q3	–	Sell	-16,208	Closed	-$500K	–	209
2020 Q2	$500K	Buy	+16,208	New	+$465K	0.23%	103

Other funds holding FMAT

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HBW Advisory Services's FMAT Position: Q3 2023 in Review

HBW Advisory Services sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2023, closing a stake of 15,977 shares — an estimated $745K sold.

HBW Advisory Services first reported a position in FMAT in Q2 2020 and held it in 9 quarters. The position peaked at $2.87M in Q2 2021. 105 funds tracked by Wall St. Rank hold FMAT as of Q3 2023.

HBW Advisory Services reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2023 after selling out during the quarter.
HBW Advisory Services sold 15,977 Fidelity MSCI Materials Index ETF shares in Q3 2023, an estimated $745K.
HBW Advisory Services first reported a position in Fidelity MSCI Materials Index ETF in Q2 2020 and held it in 9 quarters.
HBW Advisory Services's Fidelity MSCI Materials Index ETF position peaked at $2.87M in Q2 2021.
105 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2023.

Based on HBW Advisory Services's 13F filing for Q3 2023, filed 12 Oct 2023.