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Spire Wealth Management’s Mattel MAT Stock Holding History

Spire Wealth Management’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-141
Closed -$2.69K – 2495
2024
Q3 		$2.69K Sell
141
-183,385
-100% -$3.38M ﹤0.01% 1941
2024
Q2 		$2.98M Buy
+183,526
New +$3.33M 0.11% 178
2023
Q4 		– Sell
-23
Closed -$507 – 2431
2023
Q3 		$507 Buy
+23
New +$491 ﹤0.01% 2348
2022
Q3 		– Sell
-93
Closed -$2K – 2434
2022
Q2 		$2K Buy
93
+20
+27% +$472 ﹤0.01% 2372
2022
Q1 		$2K Hold
73
– – ﹤0.01% 2404
2021
Q4 		$2K Sell
73
-50
-41% -$1.05K ﹤0.01% 2783
2021
Q3 		$2K Hold
123
– – ﹤0.01% 2469
2021
Q2 		$2K Hold
123
– – ﹤0.01% 2487
2021
Q1 		$2K Buy
+123
New +$2.38K ﹤0.01% 2859

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Spire Wealth Management's MAT Position: Q4 2024 in Review

Spire Wealth Management sold out of Mattel (MAT) in Q4 2024, closing a stake of 141 shares — an estimated $2.69K sold.

Spire Wealth Management first reported a position in MAT in Q1 2021 and held it in 9 quarters. The position peaked at $2.98M in Q2 2024. 421 funds tracked by Wall St. Rank hold MAT as of Q4 2024.

  • Spire Wealth Management reported no remaining Mattel position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 141 Mattel shares in Q4 2024, an estimated $2.69K.
  • Spire Wealth Management first reported a position in Mattel in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's Mattel position peaked at $2.98M in Q2 2024.
  • 421 funds tracked by Wall St. Rank held Mattel as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.