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Stonebridge Financial Planning Group’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Stonebridge Financial Planning Group’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
Q3 		– Sell
-5,042
Closed -$207K – 118
2022
Q2 		$207K Buy
+5,042
New +$236K 0.14% 109

Other funds holding FMAT

Lido Advisors
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
Commonwealth Equity Services
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 $436M AUM 21.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stonebridge Financial Planning Group's FMAT Position: Q3 2022 in Review

Stonebridge Financial Planning Group sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2022, closing a stake of 5,042 shares — an estimated $207K sold.

Stonebridge Financial Planning Group first reported a position in FMAT in Q2 2022 and held it in 1 quarter. The position peaked at $207K in Q2 2022. 89 funds tracked by Wall St. Rank hold FMAT as of Q3 2022.

  • Stonebridge Financial Planning Group reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 5,042 Fidelity MSCI Materials Index ETF shares in Q3 2022, an estimated $207K.
  • Stonebridge Financial Planning Group first reported a position in Fidelity MSCI Materials Index ETF in Q2 2022 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Fidelity MSCI Materials Index ETF position peaked at $207K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2022, filed 1 Nov 2022.