AWM
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Abound Wealth Management’s Matthews International MATW Stock Holding History

Abound Wealth Management’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$222 – 1308
2024
Q4 		$222 Hold
8
– – ﹤0.01% 1012
2024
Q3 		$186 Sell
8
-1
-11% -$25 ﹤0.01% 1209
2024
Q2 		$226 Hold
9
– – ﹤0.01% 1074
2024
Q1 		$280 Hold
9
– – ﹤0.01% 1164
2023
Q4 		$330 Buy
+9
New +$330 ﹤0.01% 1117

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BCG
Barington Capital Group New York $123M AUM 41.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Abound Wealth Management's MATW Position: Q1 2025 in Review

Abound Wealth Management sold out of Matthews International (MATW) in Q1 2025, closing a stake of 8 shares — an estimated $222 sold.

Abound Wealth Management first reported a position in MATW in Q4 2023 and held it in 5 quarters. The position peaked at $330 in Q4 2023. 160 funds tracked by Wall St. Rank hold MATW as of Q1 2025.

  • Abound Wealth Management reported no remaining Matthews International position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 8 Matthews International shares in Q1 2025, an estimated $222.
  • Abound Wealth Management first reported a position in Matthews International in Q4 2023 and held it in 5 quarters.
  • Abound Wealth Management's Matthews International position peaked at $330 in Q4 2023.
  • 160 funds tracked by Wall St. Rank held Matthews International as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.