Financial Synergies Wealth Advisors’s Materion MTRN Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio MTRN Stock Details MTRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$527	–	305
2024 Q1	$527	Hold	4	–	–	﹤0.01%	451
2023 Q4	$351	Hold	4	–	–	﹤0.01%	406
2023 Q3	$408	Hold	4	–	–	﹤0.01%	454
2023 Q2	$457	Hold	4	–	–	﹤0.01%	443
2023 Q1	$464	Hold	4	–	–	﹤0.01%	422
2022 Q4	$351	Hold	4	–	–	﹤0.01%	406
2022 Q3	$320	Hold	4	–	–	﹤0.01%	416
2022 Q2	$295	Buy	+4	New	+$321	﹤0.01%	443

Other funds holding MTRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Materion (MTRN) in Q2 2024, closing a stake of 4 shares — an estimated $527 sold.

Financial Synergies Wealth Advisors first reported a position in MTRN in Q2 2022 and held it in 8 quarters. The position peaked at $527 in Q1 2024. 246 funds tracked by Wall St. Rank hold MTRN as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Materion position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 4 Materion shares in Q2 2024, an estimated $527.
Financial Synergies Wealth Advisors first reported a position in Materion in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Materion position peaked at $527 in Q1 2024.
246 funds tracked by Wall St. Rank held Materion as of Q2 2024.

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