Avior Wealth Management’s Mattel MAT Stock Holding History

Avior 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
2025 Q4	–	Sell	-16,029	Closed	-$270K	–	766
2025 Q3	$270K	Buy	+16,029	New	+$292K	0.01%	627
2024 Q2	–	Sell	-37	Closed	-$732	–	3105
2024 Q1	$732	Buy	+37	New	+$701	﹤0.01%	2467
2022 Q2	–	Sell	-5	Closed	–	–	1166
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1190
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1177
2021 Q3	$0	Sell	5 -1,000	-100%	-$20.7K	﹤0.01%	1134
2021 Q2	$20K	Buy	1,005 +1,000	+20,000%	+$20.7K	﹤0.01%	649
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1097
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1053
2020 Q3	$0	Hold	5	–	–	﹤0.01%	989
2020 Q2	$0	Hold	5	–	–	﹤0.01%	962
2020 Q1	$0	Hold	5	–	–	﹤0.01%	852
2019 Q4	$0	Buy	+5	New	+$59	﹤0.01%	840
2017 Q1	–	Sell	-102	Closed	-$3K	–	510
2016 Q4	$3K	Buy	+102	New	+$3.1K	﹤0.01%	436

Other funds holding MAT

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return