Trivium Point Advisory’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Trivium Point Advisory’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
2023 Q3	–	Sell	-4,393	Closed	-$205K	–	197
2023 Q2	$205K	Buy	+4,393	New	+$197K	0.06%	185

Other funds holding FMAT

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

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

Trivium Point Advisory's FMAT Position: Q3 2023 in Review

Trivium Point Advisory sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2023, closing a stake of 4,393 shares — an estimated $205K sold.

Trivium Point Advisory first reported a position in FMAT in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 105 funds tracked by Wall St. Rank hold FMAT as of Q3 2023.

Trivium Point Advisory reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2023 after selling out during the quarter.
Trivium Point Advisory sold 4,393 Fidelity MSCI Materials Index ETF shares in Q3 2023, an estimated $205K.
Trivium Point Advisory first reported a position in Fidelity MSCI Materials Index ETF in Q2 2023 and held it in 1 quarter.
Trivium Point Advisory's Fidelity MSCI Materials Index ETF position peaked at $205K in Q2 2023.
105 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2023.

Based on Trivium Point Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.