HWM
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HighMark Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

HighMark 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
2025
Q1 		– Sell
-11
Closed -$541 – 584
2024
Q4 		$541 Buy
+11
New +$580 ﹤0.01% 526

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CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HighMark Wealth Management's FMAT Position: Q1 2025 in Review

HighMark Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2025, closing a stake of 11 shares — an estimated $541 sold.

HighMark Wealth Management first reported a position in FMAT in Q4 2024 and held it in 1 quarter. The position peaked at $541 in Q4 2024. 110 funds tracked by Wall St. Rank hold FMAT as of Q1 2025.

  • HighMark Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 11 Fidelity MSCI Materials Index ETF shares in Q1 2025, an estimated $541.
  • HighMark Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2024 and held it in 1 quarter.
  • HighMark Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $541 in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2025.

Based on HighMark Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.