Cerity Partners’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History

Cerity Partners’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
2025 Q1	–	Sell	-55,369	Closed	-$259K	–	2658
2024 Q4	$259K	Sell	55,369 -63,900	-54%	-$303K	﹤0.01%	2107
2024 Q3	$537K	Buy	119,269 +19,075	+19%	+$83.2K	﹤0.01%	1742
2024 Q2	$448K	Sell	100,194 -29,358	-23%	-$111K	﹤0.01%	1599
2024 Q1	$293K	Buy	129,552 +65,302	+102%	+$143K	﹤0.01%	1879
2023 Q4	$173K	Buy	64,250 +393	+0.6%	+$945	﹤0.01%	1742
2023 Q3	$139K	Buy	+63,857	New	+$179K	﹤0.01%	1311

Other funds holding MTTR

BOJHT

Bank of Jackson Hole Trust Jackson, Wyoming $207M AUM 22.49% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cerity Partners's MTTR Position: Q1 2025 in Review

Cerity Partners sold out of Matterport, Inc. Class A Common Stock (MTTR) in Q1 2025, closing a stake of 55,369 shares — an estimated $259K sold.

Cerity Partners first reported a position in MTTR in Q3 2023 and held it in 6 quarters. The position peaked at $537K in Q3 2024. 3 funds tracked by Wall St. Rank hold MTTR as of Q1 2025.

Cerity Partners reported no remaining Matterport, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Cerity Partners sold 55,369 Matterport, Inc. Class A Common Stock shares in Q1 2025, an estimated $259K.
Cerity Partners first reported a position in Matterport, Inc. Class A Common Stock in Q3 2023 and held it in 6 quarters.
Cerity Partners's Matterport, Inc. Class A Common Stock position peaked at $537K in Q3 2024.
3 funds tracked by Wall St. Rank held Matterport, Inc. Class A Common Stock as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.