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

Permanens 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
2021
Q3 		– Sell
-700
Closed -$32K – 57
2021
Q2 		$32K Hold
700
– – 0.01% 67
2021
Q1 		$31K Hold
700
– – 0.01% 83
2020
Q4 		$28K Buy
+700
New +$26.3K 0.01% 89

Other funds holding FMAT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Permanens Capital's FMAT Position: Q3 2021 in Review

Permanens Capital sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2021, closing a stake of 700 shares — an estimated $32K sold.

Permanens Capital first reported a position in FMAT in Q4 2020 and held it in 3 quarters. The position peaked at $32K in Q2 2021. 110 funds tracked by Wall St. Rank hold FMAT as of Q3 2021.

  • Permanens Capital reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2021 after selling out during the quarter.
  • Permanens Capital sold 700 Fidelity MSCI Materials Index ETF shares in Q3 2021, an estimated $32K.
  • Permanens Capital first reported a position in Fidelity MSCI Materials Index ETF in Q4 2020 and held it in 3 quarters.
  • Permanens Capital's Fidelity MSCI Materials Index ETF position peaked at $32K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2021.

Based on Permanens Capital's 13F filing for Q3 2021, filed 12 Nov 2021.