PWA
MTLS

Phoenix Wealth Advisors’s Materialise MTLS Stock Holding History

Phoenix Wealth Advisors’s Portfolio MTLS Stock Details MTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,825
Closed -$281K – 379
2021
Q1 		$281K Sell
7,825
-5,379
-41% -$299K 0.22% 88
2020
Q4 		$716K Buy
+13,204
New +$588K 0.54% 48

Other funds holding MTLS

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Phoenix Wealth Advisors's MTLS Position: Q2 2021 in Review

Phoenix Wealth Advisors sold out of Materialise (MTLS) in Q2 2021, closing a stake of 7,825 shares — an estimated $281K sold.

Phoenix Wealth Advisors first reported a position in MTLS in Q4 2020 and held it in 2 quarters. The position peaked at $716K in Q4 2020. 92 funds tracked by Wall St. Rank hold MTLS as of Q2 2021.

  • Phoenix Wealth Advisors reported no remaining Materialise position as of Q2 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 7,825 Materialise shares in Q2 2021, an estimated $281K.
  • Phoenix Wealth Advisors first reported a position in Materialise in Q4 2020 and held it in 2 quarters.
  • Phoenix Wealth Advisors's Materialise position peaked at $716K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Materialise as of Q2 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.