Wealth Enhancement Advisory Services
FMAT icon

Wealth Enhancement Advisory Services’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-4,292
Closed -$212K – 2842
2024
Q2 		$212K Buy
4,292
+74
+2% +$3.77K ﹤0.01% 2255
2024
Q1 		$221K Sell
4,218
-740
-15% -$36K ﹤0.01% 2127
2023
Q4 		$242K Sell
4,958
-804
-14% -$36.2K ﹤0.01% 1982
2023
Q3 		$255K Buy
+5,762
New +$267K ﹤0.01% 1840

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Wells Fargo
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Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
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Osaic Holdings
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CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's FMAT Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2024, closing a stake of 4,292 shares — an estimated $212K sold.

Wealth Enhancement Advisory Services first reported a position in FMAT in Q3 2023 and held it in 4 quarters. The position peaked at $255K in Q3 2023. 112 funds tracked by Wall St. Rank hold FMAT as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,292 Fidelity MSCI Materials Index ETF shares in Q3 2024, an estimated $212K.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Materials Index ETF in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Fidelity MSCI Materials Index ETF position peaked at $255K in Q3 2023.
  • 112 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.