KWM
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Kingsview Wealth Management’s Matthews International MATW Stock Holding History

Kingsview 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
2021
Q2 		– Sell
-33,819
Closed -$1.39M – 969
2021
Q1 		$1.39M Buy
+33,819
New +$1.19M 0.08% 262

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingsview Wealth Management's MATW Position: Q2 2021 in Review

Kingsview Wealth Management sold out of Matthews International (MATW) in Q2 2021, closing a stake of 33,819 shares — an estimated $1.39M sold.

Kingsview Wealth Management first reported a position in MATW in Q1 2021 and held it in 1 quarter. The position peaked at $1.39M in Q1 2021. 163 funds tracked by Wall St. Rank hold MATW as of Q2 2021.

  • Kingsview Wealth Management reported no remaining Matthews International position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 33,819 Matthews International shares in Q2 2021, an estimated $1.39M.
  • Kingsview Wealth Management first reported a position in Matthews International in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Matthews International position peaked at $1.39M in Q1 2021.
  • 163 funds tracked by Wall St. Rank held Matthews International as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.