CFFP
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Center for Financial Planning’s Materion MTRN Stock Holding History

Center for Financial Planning’s Portfolio MTRN Stock Details MTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-33
Closed -$3K – 620
2022
Q3 		$3K Buy
+33
New +$2.72K ﹤0.01% 486

Other funds holding MTRN

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Center for Financial Planning's MTRN Position: Q4 2022 in Review

Center for Financial Planning sold out of Materion (MTRN) in Q4 2022, closing a stake of 33 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in MTRN in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 196 funds tracked by Wall St. Rank hold MTRN as of Q4 2022.

  • Center for Financial Planning reported no remaining Materion position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 33 Materion shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Materion in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Materion position peaked at $3K in Q3 2022.
  • 196 funds tracked by Wall St. Rank held Materion as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.