Moneta Group Investment Advisors’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History

Moneta Group Investment Advisors’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	-33,772	Closed	-$160K	–	710
2024 Q4	$160K	Sell	33,772 -104	-0.3%	-$494	﹤0.01%	641
2024 Q3	$152K	Hold	33,876	–	–	﹤0.01%	626
2024 Q2	$151K	Buy	33,876 +1,000	+3%	+$3.79K	﹤0.01%	584
2024 Q1	$74.3K	Buy	32,876 +9,772	+42%	+$21.4K	﹤0.01%	590
2023 Q4	$62.1K	Buy	+23,104	New	+$55.6K	﹤0.01%	550

Other funds holding MTTR

BOJHT

Bank of Jackson Hole Trust Jackson, Wyoming $207M AUM 22.49% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Moneta Group Investment Advisors's MTTR Position: Q1 2025 in Review

Moneta Group Investment Advisors sold out of Matterport, Inc. Class A Common Stock (MTTR) in Q1 2025, closing a stake of 33,772 shares — an estimated $160K sold.

Moneta Group Investment Advisors first reported a position in MTTR in Q4 2023 and held it in 5 quarters. The position peaked at $160K in Q4 2024. 3 funds tracked by Wall St. Rank hold MTTR as of Q1 2025.

Moneta Group Investment Advisors reported no remaining Matterport, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 33,772 Matterport, Inc. Class A Common Stock shares in Q1 2025, an estimated $160K.
Moneta Group Investment Advisors first reported a position in Matterport, Inc. Class A Common Stock in Q4 2023 and held it in 5 quarters.
Moneta Group Investment Advisors's Matterport, Inc. Class A Common Stock position peaked at $160K in Q4 2024.
3 funds tracked by Wall St. Rank held Matterport, Inc. Class A Common Stock as of Q1 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.