Ropes Wealth Advisors’s Materion MTRN Stock Holding History

Ropes Wealth Advisors’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
2021 Q4	–	Sell	-6,227	Closed	-$427K	–	283
2021 Q3	$427K	Buy	+6,227	New	+$446K	0.07%	189

Other funds holding MTRN

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ropes Wealth Advisors's MTRN Position: Q4 2021 in Review

Ropes Wealth Advisors sold out of Materion (MTRN) in Q4 2021, closing a stake of 6,227 shares — an estimated $427K sold.

Ropes Wealth Advisors first reported a position in MTRN in Q3 2021 and held it in 1 quarter. The position peaked at $427K in Q3 2021. 204 funds tracked by Wall St. Rank hold MTRN as of Q4 2021.

Ropes Wealth Advisors reported no remaining Materion position as of Q4 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 6,227 Materion shares in Q4 2021, an estimated $427K.
Ropes Wealth Advisors first reported a position in Materion in Q3 2021 and held it in 1 quarter.
Ropes Wealth Advisors's Materion position peaked at $427K in Q3 2021.
204 funds tracked by Wall St. Rank held Materion as of Q4 2021.

Based on Ropes Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.