Financial Synergies Wealth Advisors’s Mattel MAT Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-23	Closed	-$453	–	289
2024 Q1	$453	Buy	23 +6	+35%	+$114	﹤0.01%	464
2023 Q4	$304	Sell	17 -6	-26%	-$117	﹤0.01%	419
2023 Q3	$504	Buy	23 +6	+35%	+$128	﹤0.01%	438
2023 Q2	$333	Hold	17	–	–	﹤0.01%	467
2023 Q1	$313	Hold	17	–	–	﹤0.01%	461
2022 Q4	$304	Hold	17	–	–	﹤0.01%	419
2022 Q3	$322	Hold	17	–	–	﹤0.01%	414
2022 Q2	$380	Buy	+17	New	+$402	﹤0.01%	400

Other funds holding MAT

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Financial Synergies Wealth Advisors's MAT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Mattel (MAT) in Q2 2024, closing a stake of 23 shares — an estimated $453 sold.

Financial Synergies Wealth Advisors first reported a position in MAT in Q2 2022 and held it in 8 quarters. The position peaked at $504 in Q3 2023. 390 funds tracked by Wall St. Rank hold MAT as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Mattel position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 23 Mattel shares in Q2 2024, an estimated $453.
Financial Synergies Wealth Advisors first reported a position in Mattel in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Mattel position peaked at $504 in Q3 2023.
390 funds tracked by Wall St. Rank held Mattel as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.