AWM
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Altium Wealth Management’s Mattel MAT Stock Holding History

Altium Wealth Management’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,386
Closed -$39K – 338
2020
Q1 		$39K Buy
+4,386
New +$53.8K 0.01% 319

Other funds holding MAT

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altium Wealth Management's MAT Position: Q2 2020 in Review

Altium Wealth Management sold out of Mattel (MAT) in Q2 2020, closing a stake of 4,386 shares — an estimated $39K sold.

Altium Wealth Management first reported a position in MAT in Q1 2020 and held it in 1 quarter. The position peaked at $39K in Q1 2020. 303 funds tracked by Wall St. Rank hold MAT as of Q2 2020.

  • Altium Wealth Management reported no remaining Mattel position as of Q2 2020 after selling out during the quarter.
  • Altium Wealth Management sold 4,386 Mattel shares in Q2 2020, an estimated $39K.
  • Altium Wealth Management first reported a position in Mattel in Q1 2020 and held it in 1 quarter.
  • Altium Wealth Management's Mattel position peaked at $39K in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Mattel as of Q2 2020.

Based on Altium Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.