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SYM Financial Corp’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

SYM Financial Corp’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
-1,000
Closed -$48.7K – 175
2023
Q4 		$48.7K Sell
1,000
-1,350
-57% -$60.7K 0.01% 136
2023
Q3 		$104K Buy
+2,350
New +$109K 0.02% 107

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SYM Financial Corp's FMAT Position: Q1 2024 in Review

SYM Financial Corp sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2024, closing a stake of 1,000 shares — an estimated $48.7K sold.

SYM Financial Corp first reported a position in FMAT in Q3 2023 and held it in 2 quarters. The position peaked at $104K in Q3 2023. 111 funds tracked by Wall St. Rank hold FMAT as of Q1 2024.

  • SYM Financial Corp reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2024 after selling out during the quarter.
  • SYM Financial Corp sold 1,000 Fidelity MSCI Materials Index ETF shares in Q1 2024, an estimated $48.7K.
  • SYM Financial Corp first reported a position in Fidelity MSCI Materials Index ETF in Q3 2023 and held it in 2 quarters.
  • SYM Financial Corp's Fidelity MSCI Materials Index ETF position peaked at $104K in Q3 2023.
  • 111 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2024.

Based on SYM Financial Corp's 13F filing for Q1 2024, filed 6 May 2024.