IWC
MTTR

Integrated Wealth Concepts’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History

Integrated Wealth Concepts’s Portfolio MTTR Stock Details MTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,531
Closed -$102K – 1851
2024
Q4 		$102K Sell
21,531
-2,027
-9% -$9.62K ﹤0.01% 1653
2024
Q3 		$106K Sell
23,558
-100
-0.4% -$436 ﹤0.01% 1608
2024
Q2 		$106K Sell
23,658
-1,328
-5% -$5.03K ﹤0.01% 1575
2024
Q1 		$56.5K Buy
24,986
+6,680
+36% +$14.6K ﹤0.01% 1613
2023
Q4 		$49.2K Hold
18,306
– – ﹤0.01% 1562
2023
Q3 		$39.7K Buy
18,306
+800
+5% +$2.24K ﹤0.01% 1520
2023
Q2 		$55.1K Buy
17,506
+2,143
+14% +$5.94K ﹤0.01% 1513
2023
Q1 		$42K Buy
15,363
+200
+1% +$611 ﹤0.01% 1307
2022
Q4 		$42K Buy
+15,163
New +$48.5K ﹤0.01% 1014

Other funds holding MTTR

BOJHT
Bank of Jackson Hole Trust Jackson, Wyoming $207M AUM 22.49% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Integrated Wealth Concepts's MTTR Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Matterport, Inc. Class A Common Stock (MTTR) in Q1 2025, closing a stake of 21,531 shares — an estimated $102K sold.

Integrated Wealth Concepts first reported a position in MTTR in Q4 2022 and held it in 9 quarters. The position peaked at $106K in Q3 2024. 3 funds tracked by Wall St. Rank hold MTTR as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining Matterport, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 21,531 Matterport, Inc. Class A Common Stock shares in Q1 2025, an estimated $102K.
  • Integrated Wealth Concepts first reported a position in Matterport, Inc. Class A Common Stock in Q4 2022 and held it in 9 quarters.
  • Integrated Wealth Concepts's Matterport, Inc. Class A Common Stock position peaked at $106K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Matterport, Inc. Class A Common Stock as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.