AR
MTTR

Advisory Research’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History

Advisory Research’s Portfolio MTTR Stock Details MTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-83,843
Closed -$226K – 337
2023
Q4 		$226K Buy
+83,843
New +$202K 0.03% 312
2022
Q1 		– Sell
-251,536
Closed -$5.19M – 444
2021
Q4 		$5.19M Sell
251,536
-24,018
-9% -$550K 0.41% 58
2021
Q3 		$5.21M Buy
275,554
+240,080
+677% +$3.89M 0.33% 81
2021
Q2 		$575K Buy
+35,474
New +$480K 0.04% 252

Other funds holding MTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisory Research's MTTR Position: Q1 2024 in Review

Advisory Research sold out of Matterport, Inc. Class A Common Stock (MTTR) in Q1 2024, closing a stake of 83,843 shares — an estimated $226K sold.

Advisory Research first reported a position in MTTR in Q2 2021 and held it in 4 quarters. The position peaked at $5.21M in Q3 2021. 222 funds tracked by Wall St. Rank hold MTTR as of Q1 2024.

  • Advisory Research reported no remaining Matterport, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 83,843 Matterport, Inc. Class A Common Stock shares in Q1 2024, an estimated $226K.
  • Advisory Research first reported a position in Matterport, Inc. Class A Common Stock in Q2 2021 and held it in 4 quarters.
  • Advisory Research's Matterport, Inc. Class A Common Stock position peaked at $5.21M in Q3 2021.
  • 222 funds tracked by Wall St. Rank held Matterport, Inc. Class A Common Stock as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.