IFAM
FMAT icon

Institutional & Family Asset Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Institutional & Family Asset 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
2022
Q2 		– Sell
-50
Closed -$2K – 742
2022
Q1 		$2K Hold
50
– – ﹤0.01% 643
2021
Q4 		$3K Buy
+50
New +$2.41K ﹤0.01% 621

Other funds holding FMAT

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Institutional & Family Asset Management's FMAT Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2022, closing a stake of 50 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in FMAT in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 104 funds tracked by Wall St. Rank hold FMAT as of Q2 2022.

  • Institutional & Family Asset Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 50 Fidelity MSCI Materials Index ETF shares in Q2 2022, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Fidelity MSCI Materials Index ETF position peaked at $3K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.