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First Trust Direct Indexing’s Matthews International MATW Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-2,312
Closed -$68K – 734
2020
Q4 		$68K Buy
+2,312
New +$59.7K 0.02% 647

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Direct Indexing's MATW Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Matthews International (MATW) in Q1 2021, closing a stake of 2,312 shares — an estimated $68K sold.

First Trust Direct Indexing first reported a position in MATW in Q4 2020 and held it in 1 quarter. The position peaked at $68K in Q4 2020. 159 funds tracked by Wall St. Rank hold MATW as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Matthews International position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,312 Matthews International shares in Q1 2021, an estimated $68K.
  • First Trust Direct Indexing first reported a position in Matthews International in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Matthews International position peaked at $68K in Q4 2020.
  • 159 funds tracked by Wall St. Rank held Matthews International as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.