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Private Wealth Management Group’s Matthews International MATW Stock Holding History

Private Wealth Management Group’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30
Closed -$1.1K – 1553
2023
Q4 		$1.1K Buy
+30
New +$1.1K ﹤0.01% 1231

Other funds holding MATW

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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's MATW Position: Q1 2024 in Review

Private Wealth Management Group sold out of Matthews International (MATW) in Q1 2024, closing a stake of 30 shares — an estimated $1.1K sold.

Private Wealth Management Group first reported a position in MATW in Q4 2023 and held it in 1 quarter. The position peaked at $1.1K in Q4 2023. 165 funds tracked by Wall St. Rank hold MATW as of Q1 2024.

  • Private Wealth Management Group reported no remaining Matthews International position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 30 Matthews International shares in Q1 2024, an estimated $1.1K.
  • Private Wealth Management Group first reported a position in Matthews International in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Matthews International position peaked at $1.1K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Matthews International as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.