Personal CFO Solutions’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Personal CFO Solutions’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	-5,246	Closed	-$232K	–	527
2023 Q3	$232K	Hold	5,246	–	–	0.05%	392
2023 Q2	$245K	Hold	5,246	–	–	0.05%	388
2023 Q1	$239K	Hold	5,246	–	–	0.05%	386
2022 Q4	$229K	Buy	+5,246	New	+$226K	0.05%	383
2022 Q3	–	Sell	-5,246	Closed	-$215K	–	436
2022 Q2	$215K	Sell	5,246 -26,110	-83%	-$1.22M	0.05%	372
2022 Q1	$1.56M	Sell	31,356 -88,617	-74%	-$4.24M	0.31%	57
2021 Q4	$6.04M	Buy	119,973 +6,137	+5%	+$295K	1.13%	17
2021 Q3	$5.04M	Sell	113,836 -5,612	-5%	-$261K	1.03%	19
2021 Q2	$5.52M	Buy	+119,448	New	+$5.64M	1.13%	18
2020 Q1	–	Sell	-37,919	Closed	-$1.3M	–	316
2019 Q4	$1.3M	Sell	37,919 -1,866	-5%	-$61.6K	0.37%	54
2019 Q3	$1.29M	Buy	+39,785	New	+$1.28M	0.51%	42

Other funds holding FMAT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Personal CFO Solutions's FMAT Position: Q4 2023 in Review

Personal CFO Solutions sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2023, closing a stake of 5,246 shares — an estimated $232K sold.

Personal CFO Solutions first reported a position in FMAT in Q3 2019 and held it in 11 quarters. The position peaked at $6.04M in Q4 2021. 116 funds tracked by Wall St. Rank hold FMAT as of Q4 2023.

Personal CFO Solutions reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2023 after selling out during the quarter.
Personal CFO Solutions sold 5,246 Fidelity MSCI Materials Index ETF shares in Q4 2023, an estimated $232K.
Personal CFO Solutions first reported a position in Fidelity MSCI Materials Index ETF in Q3 2019 and held it in 11 quarters.
Personal CFO Solutions's Fidelity MSCI Materials Index ETF position peaked at $6.04M in Q4 2021.
116 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.