HGWM
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Harvest Group Wealth Management’s Matthews International MATW Stock Holding History

Harvest Group Wealth Management’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
2020
Q4 		– Sell
-12
Closed – – 765
2020
Q3 		$0 Buy
+12
New +$257 ﹤0.01% 717
2019
Q3 		– Sell
-65
Closed -$2K – 1079
2019
Q2 		$2K Sell
65
-10
-13% -$366 ﹤0.01% 563
2019
Q1 		$3K Buy
+75
New +$3.05K ﹤0.01% 513

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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's MATW Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Matthews International (MATW) in Q4 2020, closing a stake of 12 shares.

Harvest Group Wealth Management first reported a position in MATW in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q1 2019. 156 funds tracked by Wall St. Rank hold MATW as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Matthews International position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 12 Matthews International shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in Matthews International in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Matthews International position peaked at $3K in Q1 2019.
  • 156 funds tracked by Wall St. Rank held Matthews International as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.