LDB
FMAT icon

Lee, Danner & Bass’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Lee, Danner & Bass’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
-478
Closed -$23K – 382
2024
Q4 		$23K Buy
+478
New +$25.2K ﹤0.01% 443

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
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

Lee, Danner & Bass's FMAT Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2025, closing a stake of 478 shares — an estimated $23K sold.

Lee, Danner & Bass first reported a position in FMAT in Q4 2024 and held it in 1 quarter. The position peaked at $23K in Q4 2024. 110 funds tracked by Wall St. Rank hold FMAT as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 478 Fidelity MSCI Materials Index ETF shares in Q1 2025, an estimated $23K.
  • Lee, Danner & Bass first reported a position in Fidelity MSCI Materials Index ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Fidelity MSCI Materials Index ETF position peaked at $23K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.