CWM
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Congress Wealth Management’s Matthews International MATW Stock Holding History

Congress Wealth Management’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
2023
Q1 		– Sell
-10,000
Closed -$304K – 570
2022
Q4 		$304K Buy
+10,000
New +$280K 0.01% 475

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Congress Wealth Management's MATW Position: Q1 2023 in Review

Congress Wealth Management sold out of Matthews International (MATW) in Q1 2023, closing a stake of 10,000 shares — an estimated $304K sold.

Congress Wealth Management first reported a position in MATW in Q4 2022 and held it in 1 quarter. The position peaked at $304K in Q4 2022. 152 funds tracked by Wall St. Rank hold MATW as of Q1 2023.

  • Congress Wealth Management reported no remaining Matthews International position as of Q1 2023 after selling out during the quarter.
  • Congress Wealth Management sold 10,000 Matthews International shares in Q1 2023, an estimated $304K.
  • Congress Wealth Management first reported a position in Matthews International in Q4 2022 and held it in 1 quarter.
  • Congress Wealth Management's Matthews International position peaked at $304K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held Matthews International as of Q1 2023.

Based on Congress Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.