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High Net Worth Advisory Group’s Matthews International MATW Stock Holding History

High Net Worth 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
2023
Q1 		– Sell
-100
Closed -$3.04K – 418
2022
Q4 		$3.04K Buy
+100
New +$2.8K ﹤0.01% 566

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

High Net Worth Advisory Group's MATW Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Matthews International (MATW) in Q1 2023, closing a stake of 100 shares — an estimated $3.04K sold.

High Net Worth Advisory Group first reported a position in MATW in Q4 2022 and held it in 1 quarter. The position peaked at $3.04K in Q4 2022. 152 funds tracked by Wall St. Rank hold MATW as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Matthews International position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 100 Matthews International shares in Q1 2023, an estimated $3.04K.
  • High Net Worth Advisory Group first reported a position in Matthews International in Q4 2022 and held it in 1 quarter.
  • High Net Worth Advisory Group's Matthews International position peaked at $3.04K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held Matthews International as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.