Sowell Financial Services’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-954	Closed	-$47K	–	1287
2021 Q1	$47K	Buy	954 +404	+73%	+$17K	﹤0.01%	1682
2020 Q4	$22K	Hold	550	–	–	﹤0.01%	1699
2020 Q3	$19K	Hold	550	–	–	﹤0.01%	1577
2020 Q2	$17K	Sell	550 -201	-27%	-$5.76K	﹤0.01%	1513
2020 Q1	$18K	Sell	751 -141	-16%	-$4.29K	﹤0.01%	1425
2019 Q4	$31K	Sell	892 -673	-43%	-$22.2K	﹤0.01%	1300
2019 Q3	$51K	Buy	+1,565	New	+$50.2K	﹤0.01%	991

Other funds holding FMAT

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PFM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sowell Financial Services's FMAT Position: Q2 2021 in Review

Sowell Financial Services sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2021, closing a stake of 954 shares — an estimated $47K sold.

Sowell Financial Services first reported a position in FMAT in Q3 2019 and held it in 7 quarters. The position peaked at $51K in Q3 2019. 110 funds tracked by Wall St. Rank hold FMAT as of Q2 2021.

Sowell Financial Services reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 954 Fidelity MSCI Materials Index ETF shares in Q2 2021, an estimated $47K.
Sowell Financial Services first reported a position in Fidelity MSCI Materials Index ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Fidelity MSCI Materials Index ETF position peaked at $51K in Q3 2019.
110 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.