Primoris Wealth Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Primoris Wealth Advisors’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 Q2	–	Sell	-4,205	Closed	-$204K	–	82
2022 Q1	$204K	Sell	4,205 -23	-0.5%	-$1.1K	0.19%	71
2021 Q4	$217K	Buy	+4,228	New	+$204K	0.17%	77

Other funds holding FMAT

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

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

FIM

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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Primoris Wealth Advisors's FMAT Position: Q2 2022 in Review

Primoris Wealth Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2022, closing a stake of 4,205 shares — an estimated $204K sold.

Primoris Wealth Advisors first reported a position in FMAT in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 104 funds tracked by Wall St. Rank hold FMAT as of Q2 2022.

Primoris Wealth Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2022 after selling out during the quarter.
Primoris Wealth Advisors sold 4,205 Fidelity MSCI Materials Index ETF shares in Q2 2022, an estimated $204K.
Primoris Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2021 and held it in 2 quarters.
Primoris Wealth Advisors's Fidelity MSCI Materials Index ETF position peaked at $217K in Q4 2021.
104 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2022.

Based on Primoris Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.