CWA
MAT icon

Clearview Wealth Advisors’s Mattel MAT Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-38
Closed -$743 – 408
2023
Q2 		$743 Buy
38
+30
+375% +$542 ﹤0.01% 621
2023
Q1 		$147 Sell
8
-2
-20% -$37 ﹤0.01% 655
2022
Q4 		$178 Hold
10
– – ﹤0.01% 595
2022
Q3 		$0 Sell
10
-10
-50% -$224 ﹤0.01% 610
2022
Q2 		$0 Buy
20
+10
+100% +$236 ﹤0.01% 626
2022
Q1 		$0 Hold
10
– – ﹤0.01% 666
2021
Q4 		$1K Hold
10
– – ﹤0.01% 647
2021
Q3 		$0 Hold
10
– – ﹤0.01% 683
2021
Q2 		$0 Hold
10
– – ﹤0.01% 667
2021
Q1 		$0 Hold
10
– – ﹤0.01% 635
2020
Q4 		$0 Buy
+10
New +$147 ﹤0.01% 580

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
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

Clearview Wealth Advisors's MAT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Mattel (MAT) in Q3 2023, closing a stake of 38 shares — an estimated $743 sold.

Clearview Wealth Advisors first reported a position in MAT in Q4 2020 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 356 funds tracked by Wall St. Rank hold MAT as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Mattel position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 38 Mattel shares in Q3 2023, an estimated $743.
  • Clearview Wealth Advisors first reported a position in Mattel in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Mattel position peaked at $1K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Mattel as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.