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Capital Performance Advisors’s Matthews International MATW Stock Holding History

Capital Performance 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
Q4 		– Sell
-14
Closed -$325 – 1617
2024
Q3 		$325 Buy
+14
New +$353 ﹤0.01% 2431

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PF
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Dimensional Fund Advisors
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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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's MATW Position: Q4 2024 in Review

Capital Performance Advisors sold out of Matthews International (MATW) in Q4 2024, closing a stake of 14 shares — an estimated $325 sold.

Capital Performance Advisors first reported a position in MATW in Q3 2024 and held it in 1 quarter. The position peaked at $325 in Q3 2024. 169 funds tracked by Wall St. Rank hold MATW as of Q4 2024.

  • Capital Performance Advisors reported no remaining Matthews International position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 14 Matthews International shares in Q4 2024, an estimated $325.
  • Capital Performance Advisors first reported a position in Matthews International in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Matthews International position peaked at $325 in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Matthews International as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.