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

Truist Financial’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 Q4	–	Sell	-13,123	Closed	-$499K	–	2613
2022 Q3	$499K	Sell	13,123 -93,872	-88%	-$3.96M	﹤0.01%	1815
2022 Q2	$4.39M	Sell	106,995 -175,117	-62%	-$8.2M	0.01%	853
2022 Q1	$14M	Buy	282,112 +26,931	+11%	+$1.29M	0.02%	534
2021 Q4	$12.8M	Buy	255,181 +7,205	+3%	+$347K	0.02%	561
2021 Q3	$11M	Buy	247,976 +115,848	+88%	+$5.38M	0.02%	603
2021 Q2	$6.11M	Buy	132,128 +2,417	+2%	+$114K	0.01%	801
2021 Q1	$5.74M	Sell	129,711 -112,525	-46%	-$4.73M	0.01%	794
2020 Q4	$9.72M	Buy	242,236 +130,519	+117%	+$4.9M	0.02%	609
2020 Q3	$3.84M	Buy	+111,717	New	+$3.77M	0.01%	821

Other funds holding FMAT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

PFM

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

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

BCM

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

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

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

Truist Financial's FMAT Position: Q4 2022 in Review

Truist Financial sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2022, closing a stake of 13,123 shares — an estimated $499K sold.

Truist Financial first reported a position in FMAT in Q3 2020 and held it in 9 quarters. The position peaked at $14M in Q1 2022. 105 funds tracked by Wall St. Rank hold FMAT as of Q4 2022.

Truist Financial reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2022 after selling out during the quarter.
Truist Financial sold 13,123 Fidelity MSCI Materials Index ETF shares in Q4 2022, an estimated $499K.
Truist Financial first reported a position in Fidelity MSCI Materials Index ETF in Q3 2020 and held it in 9 quarters.
Truist Financial's Fidelity MSCI Materials Index ETF position peaked at $14M in Q1 2022.
105 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.