PWPS
MTTR

Pinnacle Wealth Planning Services’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History

Pinnacle Wealth Planning Services’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
2023
Q3 		– Sell
-13,657
Closed -$43K – 489
2023
Q2 		$43K Hold
13,657
– – 0.01% 452
2023
Q1 		$37.3K Hold
13,657
– – 0.01% 466
2022
Q4 		$38.2K Buy
+13,657
New +$43.7K 0.01% 440

Other funds holding MTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSCU
Half Sky Capital (UK) London, United Kingdom $30.5M AUM 67.32% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's MTTR Position: Q3 2023 in Review

Pinnacle Wealth Planning Services sold out of Matterport, Inc. Class A Common Stock (MTTR) in Q3 2023, closing a stake of 13,657 shares — an estimated $43K sold.

Pinnacle Wealth Planning Services first reported a position in MTTR in Q4 2022 and held it in 3 quarters. The position peaked at $43K in Q2 2023. 214 funds tracked by Wall St. Rank hold MTTR as of Q3 2023.

  • Pinnacle Wealth Planning Services reported no remaining Matterport, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 13,657 Matterport, Inc. Class A Common Stock shares in Q3 2023, an estimated $43K.
  • Pinnacle Wealth Planning Services first reported a position in Matterport, Inc. Class A Common Stock in Q4 2022 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Matterport, Inc. Class A Common Stock position peaked at $43K in Q2 2023.
  • 214 funds tracked by Wall St. Rank held Matterport, Inc. Class A Common Stock as of Q3 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2023, filed 8 Nov 2023.