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VCI Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

VCI Wealth 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
Q4 		– Sell
-5,365
Closed -$291K – 90
2024
Q3 		$291K Sell
5,365
-7,002
-57% -$359K 0.13% 92
2024
Q2 		$611K Buy
+12,367
New +$629K 0.3% 76

Other funds holding FMAT

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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

VCI Wealth Management's FMAT Position: Q4 2024 in Review

VCI Wealth Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2024, closing a stake of 5,365 shares — an estimated $291K sold.

VCI Wealth Management first reported a position in FMAT in Q2 2024 and held it in 2 quarters. The position peaked at $611K in Q2 2024. 111 funds tracked by Wall St. Rank hold FMAT as of Q4 2024.

  • VCI Wealth Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2024 after selling out during the quarter.
  • VCI Wealth Management sold 5,365 Fidelity MSCI Materials Index ETF shares in Q4 2024, an estimated $291K.
  • VCI Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q2 2024 and held it in 2 quarters.
  • VCI Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $611K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2024.

Based on VCI Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.