Patriot Financial Group Insurance Agency’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-566	Closed	-$23K	–	945
2022 Q2	$23K	Sell	566 -536	-49%	-$25.1K	﹤0.01%	955
2022 Q1	$55K	Sell	1,102 -446	-29%	-$21.3K	0.01%	750
2021 Q4	$78K	Buy	1,548 +78	+5%	+$3.75K	0.01%	725
2021 Q3	$65K	Buy	1,470 +426	+41%	+$19.8K	0.01%	777
2021 Q2	$48K	Buy	1,044 +604	+137%	+$28.5K	0.01%	848
2021 Q1	$19K	Sell	440 -41	-9%	-$1.73K	﹤0.01%	1112
2020 Q4	$19K	Hold	481	–	–	﹤0.01%	995
2020 Q3	$17K	Sell	481 -94	-16%	-$3.18K	0.01%	855
2020 Q2	$18K	Buy	+575	New	+$16.5K	0.01%	775
2020 Q1	–	Sell	-540	Closed	-$19K	–	1617
2019 Q4	$19K	Hold	540	–	–	0.01%	698
2019 Q3	$17K	Hold	540	–	–	0.01%	686
2019 Q2	$18K	Sell	540 -1	-0.2%	-$32	0.01%	674
2019 Q1	$17K	Buy	+541	New	+$16.6K	0.01%	586
2018 Q4	–	Sell	-467	Closed	-$16K	–	1029
2018 Q3	$16K	Buy	+467	New	+$16K	0.01%	520

Other funds holding FMAT

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FMAT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2022, closing a stake of 566 shares — an estimated $23K sold.

Patriot Financial Group Insurance Agency first reported a position in FMAT in Q3 2018 and held it in 14 quarters. The position peaked at $78K in Q4 2021. 89 funds tracked by Wall St. Rank hold FMAT as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 566 Fidelity MSCI Materials Index ETF shares in Q3 2022, an estimated $23K.
Patriot Financial Group Insurance Agency first reported a position in Fidelity MSCI Materials Index ETF in Q3 2018 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Fidelity MSCI Materials Index ETF position peaked at $78K in Q4 2021.
89 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.