AAS
MTTR

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

Avantax Advisory Services’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
-13,646
Closed -$36.7K – 1745
2023
Q4 		$36.7K Buy
13,646
+250
+2% +$601 ﹤0.01% 1549
2023
Q3 		$29.1K Buy
13,396
+1,096
+9% +$3.07K ﹤0.01% 1522
2023
Q2 		$38.7K Buy
12,300
+1,562
+15% +$4.33K ﹤0.01% 1483
2023
Q1 		$29.3K Buy
+10,738
New +$32.8K ﹤0.01% 1462

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

Avantax Advisory Services's MTTR Position: Q1 2024 in Review

Avantax Advisory Services sold out of Matterport, Inc. Class A Common Stock (MTTR) in Q1 2024, closing a stake of 13,646 shares — an estimated $36.7K sold.

Avantax Advisory Services first reported a position in MTTR in Q1 2023 and held it in 4 quarters. The position peaked at $38.7K in Q2 2023. 222 funds tracked by Wall St. Rank hold MTTR as of Q1 2024.

  • Avantax Advisory Services reported no remaining Matterport, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 13,646 Matterport, Inc. Class A Common Stock shares in Q1 2024, an estimated $36.7K.
  • Avantax Advisory Services first reported a position in Matterport, Inc. Class A Common Stock in Q1 2023 and held it in 4 quarters.
  • Avantax Advisory Services's Matterport, Inc. Class A Common Stock position peaked at $38.7K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Matterport, Inc. Class A Common Stock as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.