Janney Montgomery Scott
FMAT icon

Janney Montgomery Scott’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-10,616
Closed -$469K – 2676
2023
Q3 		$469K Sell
10,616
-8,004
-43% -$370K ﹤0.01% 1804
2023
Q2 		$869K Buy
18,620
+8,449
+83% +$378K ﹤0.01% 1501
2023
Q1 		$464K Buy
+10,171
New +$466K ﹤0.01% 1774

Other funds holding FMAT

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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

Janney Montgomery Scott's FMAT Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2023, closing a stake of 10,616 shares — an estimated $469K sold.

Janney Montgomery Scott first reported a position in FMAT in Q1 2023 and held it in 3 quarters. The position peaked at $869K in Q2 2023. 116 funds tracked by Wall St. Rank hold FMAT as of Q4 2023.

  • Janney Montgomery Scott reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,616 Fidelity MSCI Materials Index ETF shares in Q4 2023, an estimated $469K.
  • Janney Montgomery Scott first reported a position in Fidelity MSCI Materials Index ETF in Q1 2023 and held it in 3 quarters.
  • Janney Montgomery Scott's Fidelity MSCI Materials Index ETF position peaked at $869K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.