Stone House Investment Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Stone House Investment Management’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
2024 Q1	–	Sell	-474	Closed	-$23.1K	–	412
2023 Q4	$23.1K	Sell	474 -798	-63%	-$35.9K	0.01%	116
2023 Q3	$56.2K	Buy	+1,272	New	+$58.8K	0.02%	78
2023 Q2	–	Sell	-2,224	Closed	-$101K	–	343
2023 Q1	$101K	Buy	+2,224	New	+$102K	0.03%	62
2022 Q2	–	Sell	-4,354	Closed	-$216K	–	44
2022 Q1	$216K	Buy	+4,354	New	+$208K	0.07%	45

Other funds holding FMAT

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 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

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

Stone House Investment Management's FMAT Position: Q1 2024 in Review

Stone House Investment Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2024, closing a stake of 474 shares — an estimated $23.1K sold.

Stone House Investment Management first reported a position in FMAT in Q1 2022 and held it in 4 quarters. The position peaked at $216K in Q1 2022. 111 funds tracked by Wall St. Rank hold FMAT as of Q1 2024.

Stone House Investment Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2024 after selling out during the quarter.
Stone House Investment Management sold 474 Fidelity MSCI Materials Index ETF shares in Q1 2024, an estimated $23.1K.
Stone House Investment Management first reported a position in Fidelity MSCI Materials Index ETF in Q1 2022 and held it in 4 quarters.
Stone House Investment Management's Fidelity MSCI Materials Index ETF position peaked at $216K in Q1 2022.
111 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2024.

Based on Stone House Investment Management's 13F filing for Q1 2024, filed 15 May 2024.