Creative Planning
MTTR

Creative Planning’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History

Creative Planning’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
-63,430
Closed -$301K – 3778
2024
Q4 		$301K Sell
63,430
-4,192
-6% -$19.9K ﹤0.01% 2664
2024
Q3 		$304K Buy
67,622
+15,534
+30% +$67.7K ﹤0.01% 2509
2024
Q2 		$233K Sell
52,088
-6,803
-12% -$25.8K ﹤0.01% 2566
2024
Q1 		$133K Buy
58,891
+29,942
+103% +$65.6K ﹤0.01% 2661
2023
Q4 		$77.9K Buy
28,949
+3,224
+13% +$7.75K ﹤0.01% 2602
2023
Q3 		$55.8K Buy
25,725
+573
+2% +$1.61K ﹤0.01% 2469
2023
Q2 		$79.2K Buy
25,152
+2,891
+13% +$8.02K ﹤0.01% 2385
2023
Q1 		$60.8K Sell
22,261
-976
-4% -$2.98K ﹤0.01% 2319
2022
Q4 		$65.1K Sell
23,237
-1,752
-7% -$5.6K ﹤0.01% 2197
2022
Q3 		$95K Buy
24,989
+1,431
+6% +$6.3K ﹤0.01% 2036
2022
Q2 		$86K Buy
23,558
+4,506
+24% +$24.6K ﹤0.01% 1987
2022
Q1 		$155K Buy
19,052
+4,039
+27% +$38.3K ﹤0.01% 1934
2021
Q4 		$310K Sell
15,013
-2,144
-12% -$49.1K ﹤0.01% 1599
2021
Q3 		$324K Sell
17,157
-22,975
-57% -$373K ﹤0.01% 1542
2021
Q2 		$651K Sell
40,132
-21,713
-35% -$294K ﹤0.01% 1132
2021
Q1 		$847K Buy
+61,845
New +$984K ﹤0.01% 1131

Other funds holding MTTR

BOJHT
Bank of Jackson Hole Trust Jackson, Wyoming $207M AUM 22.49% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's MTTR Position: Q1 2025 in Review

Creative Planning sold out of Matterport, Inc. Class A Common Stock (MTTR) in Q1 2025, closing a stake of 63,430 shares — an estimated $301K sold.

Creative Planning first reported a position in MTTR in Q1 2021 and held it in 16 quarters. The position peaked at $847K in Q1 2021. 3 funds tracked by Wall St. Rank hold MTTR as of Q1 2025.

  • Creative Planning reported no remaining Matterport, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 63,430 Matterport, Inc. Class A Common Stock shares in Q1 2025, an estimated $301K.
  • Creative Planning first reported a position in Matterport, Inc. Class A Common Stock in Q1 2021 and held it in 16 quarters.
  • Creative Planning's Matterport, Inc. Class A Common Stock position peaked at $847K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Matterport, Inc. Class A Common Stock as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.