Wulff, Hansen & Co’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Wulff, Hansen & Co’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 Q2	–	Sell	-5,055	Closed	-$230K	–	85
2023 Q1	$230K	Hold	5,055	–	–	0.26%	77
2022 Q4	$221K	Buy	+5,055	New	+$218K	0.27%	74
2022 Q3	–	Sell	-5,055	Closed	-$207K	–	87
2022 Q2	$207K	Hold	5,055	–	–	0.23%	81
2022 Q1	$251K	Hold	5,055	–	–	0.24%	80
2021 Q4	$254K	Buy	+5,055	New	+$243K	0.22%	80

Other funds holding FMAT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Wulff, Hansen & Co's FMAT Position: Q2 2023 in Review

Wulff, Hansen & Co sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2023, closing a stake of 5,055 shares — an estimated $230K sold.

Wulff, Hansen & Co first reported a position in FMAT in Q4 2021 and held it in 5 quarters. The position peaked at $254K in Q4 2021. 98 funds tracked by Wall St. Rank hold FMAT as of Q2 2023.

Wulff, Hansen & Co reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2023 after selling out during the quarter.
Wulff, Hansen & Co sold 5,055 Fidelity MSCI Materials Index ETF shares in Q2 2023, an estimated $230K.
Wulff, Hansen & Co first reported a position in Fidelity MSCI Materials Index ETF in Q4 2021 and held it in 5 quarters.
Wulff, Hansen & Co's Fidelity MSCI Materials Index ETF position peaked at $254K in Q4 2021.
98 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2023.

Based on Wulff, Hansen & Co's 13F filing for Q2 2023, filed 9 Aug 2023.