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Beacon Pointe Advisors’s Matthews International MATW Stock Holding History

Beacon Pointe Advisors’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
2024
Q1 		– Sell
-5,559
Closed -$204K – 1386
2023
Q4 		$204K Sell
5,559
-79
-1% -$2.9K ﹤0.01% 1224
2023
Q3 		$219K Sell
5,638
-41
-0.7% -$1.78K ﹤0.01% 1190
2023
Q2 		$242K Hold
5,679
– – ﹤0.01% 950
2023
Q1 		$205K Buy
+5,679
New +$209K ﹤0.01% 1065

Other funds holding MATW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Advisors's MATW Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of Matthews International (MATW) in Q1 2024, closing a stake of 5,559 shares — an estimated $204K sold.

Beacon Pointe Advisors first reported a position in MATW in Q1 2023 and held it in 4 quarters. The position peaked at $242K in Q2 2023. 165 funds tracked by Wall St. Rank hold MATW as of Q1 2024.

  • Beacon Pointe Advisors reported no remaining Matthews International position as of Q1 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 5,559 Matthews International shares in Q1 2024, an estimated $204K.
  • Beacon Pointe Advisors first reported a position in Matthews International in Q1 2023 and held it in 4 quarters.
  • Beacon Pointe Advisors's Matthews International position peaked at $242K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held Matthews International as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.