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Professional Planning’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Professional Planning’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 		$565K Sell
12,781
-1,489
-10% -$69.1K 0.27% 65
2021
Q2 		$659K Buy
+14,270
New +$674K 0.3% 63

Other funds holding FMAT

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $1.36B AUM 18.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Professional Planning's FMAT Position: Q3 2021 in Review

Professional Planning reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 10% in Q3 2021, selling an estimated $69.1K and leaving 12,781 shares worth $565K. The position accounts for 0.27% of the portfolio, ranked #65.

Professional Planning first reported a position in FMAT in Q2 2021 and has held it in 2 quarters since. The position peaked at $659K in Q2 2021. 110 funds tracked by Wall St. Rank hold FMAT as of Q3 2021.

  • Professional Planning held 12,781 shares of Fidelity MSCI Materials Index ETF worth $565K as of Q3 2021.
  • Professional Planning sold 1,489 Fidelity MSCI Materials Index ETF shares in Q3 2021, an estimated $69.1K.
  • Fidelity MSCI Materials Index ETF made up 0.27% of Professional Planning's portfolio in Q3 2021, its #65 holding.
  • Professional Planning first reported a position in Fidelity MSCI Materials Index ETF in Q2 2021 and has held it in 2 quarters since.
  • Professional Planning's Fidelity MSCI Materials Index ETF position peaked at $659K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.