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NewSquare Capital’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

NewSquare Capital’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
-307
Closed -$14.3K – 686
2023
Q2 		$14.3K Buy
+307
New +$13.7K ﹤0.01% 301

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Osaic Holdings
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

NewSquare Capital's FMAT Position: Q3 2023 in Review

NewSquare Capital sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2023, closing a stake of 307 shares — an estimated $14.3K sold.

NewSquare Capital first reported a position in FMAT in Q2 2023 and held it in 1 quarter. The position peaked at $14.3K in Q2 2023. 105 funds tracked by Wall St. Rank hold FMAT as of Q3 2023.

  • NewSquare Capital reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 307 Fidelity MSCI Materials Index ETF shares in Q3 2023, an estimated $14.3K.
  • NewSquare Capital first reported a position in Fidelity MSCI Materials Index ETF in Q2 2023 and held it in 1 quarter.
  • NewSquare Capital's Fidelity MSCI Materials Index ETF position peaked at $14.3K in Q2 2023.
  • 105 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.