Principle Wealth Partners’s Mativ Holdings MATV Stock Holding History

Principle Wealth Partners’s Portfolio MATV Stock Details MATV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,240	Closed	-$284K	–	326
2023 Q1	$284K	Hold	13,240	–	–	0.03%	264
2022 Q4	$277K	Buy	13,240 +110	+0.8%	+$2.38K	0.03%	264
2022 Q3	$290	Buy	+13,130	New	+$300K	0.03%	236
2020 Q3	–	Sell	-640	Closed	-$21K	–	315
2020 Q2	$21K	Buy	+640	New	+$19.3K	0.01%	351

Other funds holding MATV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principle Wealth Partners's MATV Position: Q2 2023 in Review

Principle Wealth Partners sold out of Mativ Holdings (MATV) in Q2 2023, closing a stake of 13,240 shares — an estimated $284K sold.

Principle Wealth Partners first reported a position in MATV in Q2 2020 and held it in 4 quarters. The position peaked at $284K in Q1 2023. 183 funds tracked by Wall St. Rank hold MATV as of Q2 2023.

Principle Wealth Partners reported no remaining Mativ Holdings position as of Q2 2023 after selling out during the quarter.
Principle Wealth Partners sold 13,240 Mativ Holdings shares in Q2 2023, an estimated $284K.
Principle Wealth Partners first reported a position in Mativ Holdings in Q2 2020 and held it in 4 quarters.
Principle Wealth Partners's Mativ Holdings position peaked at $284K in Q1 2023.
183 funds tracked by Wall St. Rank held Mativ Holdings as of Q2 2023.

Based on Principle Wealth Partners's 13F filing for Q2 2023, filed 31 Jul 2023.