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Fortitude Advisory Group’s Matthews International MATW Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-210
Closed -$7K – 826
2022
Q1 		$7K Hold
210
– – ﹤0.01% 1105
2021
Q4 		$8K Buy
+210
New +$7.6K ﹤0.01% 1097

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

Fortitude Advisory Group's MATW Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Matthews International (MATW) in Q2 2022, closing a stake of 210 shares — an estimated $7K sold.

Fortitude Advisory Group first reported a position in MATW in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 161 funds tracked by Wall St. Rank hold MATW as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Matthews International position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 210 Matthews International shares in Q2 2022, an estimated $7K.
  • Fortitude Advisory Group first reported a position in Matthews International in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Matthews International position peaked at $8K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Matthews International as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.