MWM
MTRN icon

Moran Wealth Management’s Materion MTRN Stock Holding History

Moran Wealth Management’s Portfolio MTRN Stock Details MTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,073
Closed -$1.17M – 407
2023
Q1 		$1.17M Buy
10,073
+65
+0.6% +$6.51K 0.04% 248
2022
Q4 		$876K Buy
+10,008
New +$817K 0.03% 260

Other funds holding MTRN

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moran Wealth Management's MTRN Position: Q2 2023 in Review

Moran Wealth Management sold out of Materion (MTRN) in Q2 2023, closing a stake of 10,073 shares — an estimated $1.17M sold.

Moran Wealth Management first reported a position in MTRN in Q4 2022 and held it in 2 quarters. The position peaked at $1.17M in Q1 2023. 221 funds tracked by Wall St. Rank hold MTRN as of Q2 2023.

  • Moran Wealth Management reported no remaining Materion position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 10,073 Materion shares in Q2 2023, an estimated $1.17M.
  • Moran Wealth Management first reported a position in Materion in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's Materion position peaked at $1.17M in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Materion as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.