SWM
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Spire Wealth Management’s Matthews International MATW Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-30
Closed -$932 – 2323
2024
Q1 		$932 Sell
30
-13
-30% -$402 ﹤0.01% 2213
2023
Q4 		$1.43K Buy
43
+30
+231% +$1.1K ﹤0.01% 2207
2023
Q3 		$506 Buy
+13
New +$563 ﹤0.01% 2349

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Spire Wealth Management's MATW Position: Q2 2024 in Review

Spire Wealth Management sold out of Matthews International (MATW) in Q2 2024, closing a stake of 30 shares — an estimated $932 sold.

Spire Wealth Management first reported a position in MATW in Q3 2023 and held it in 3 quarters. The position peaked at $1.43K in Q4 2023. 167 funds tracked by Wall St. Rank hold MATW as of Q2 2024.

  • Spire Wealth Management reported no remaining Matthews International position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 30 Matthews International shares in Q2 2024, an estimated $932.
  • Spire Wealth Management first reported a position in Matthews International in Q3 2023 and held it in 3 quarters.
  • Spire Wealth Management's Matthews International position peaked at $1.43K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held Matthews International as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.