SWA
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Sutton Wealth Advisors’s Matthews International MATW Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-277
Closed -$8.43K – 1238
2022
Q4 		$8.43K Hold
277
– – ﹤0.01% 998
2022
Q3 		$6.21K Buy
277
+11
+4% +$286 ﹤0.01% 1025
2022
Q2 		$7.63K Buy
266
+4
+2% +$122 ﹤0.01% 978
2022
Q1 		$8.48K Sell
262
-9
-3% -$308 ﹤0.01% 984
2021
Q4 		$9.94K Buy
271
+9
+3% +$326 ﹤0.01% 936
2021
Q3 		$9.09K Sell
262
-12
-4% -$412 ﹤0.01% 943
2021
Q2 		$9.85K Hold
274
– – ﹤0.01% 917
2021
Q1 		$10.8K Buy
274
+12
+5% +$422 ﹤0.01% 855
2020
Q4 		$7.7K Hold
262
– – ﹤0.01% 886
2020
Q3 		$5.86K Buy
+262
New +$5.62K ﹤0.01% 878
2020
Q2 		– Sell
-182
Closed -$4.4K – 1255
2020
Q1 		$4.4K Sell
182
-290
-61% -$9.24K ﹤0.01% 852
2019
Q4 		$18K Hold
472
– – 0.01% 645
2019
Q3 		$16.7K Buy
+472
New +$15.5K 0.01% 643
2019
Q1 		– Sell
-407
Closed -$16.6K – 1199
2018
Q4 		$16.5K Buy
+407
New +$17.3K 0.01% 585
2018
Q3 		– Sell
-656
Closed -$38.6K – 1148
2018
Q2 		$38.6K Sell
656
-74
-10% -$3.95K 0.03% 357
2018
Q1 		$36.9K Hold
730
– – 0.03% 357
2017
Q4 		$38.5K Hold
730
– – 0.03% 345
2017
Q3 		$45.4K Hold
730
– – 0.03% 292
2017
Q2 		$44.7K Hold
730
– – 0.04% 283
2017
Q1 		$49.4K Hold
730
– – 0.04% 267
2016
Q4 		$56.1K Hold
730
– – 0.05% 248
2016
Q3 		$44.4K Hold
730
– – 0.04% 280
2016
Q2 		$40.6K Buy
730
+656
+886% +$34.6K 0.04% 276
2016
Q1 		$3.81K Buy
+74
New +$3.62K ﹤0.01% 815

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's MATW Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Matthews International (MATW) in Q1 2023, closing a stake of 277 shares — an estimated $8.43K sold.

Sutton Wealth Advisors first reported a position in MATW in Q1 2016 and held it in 24 quarters. The position peaked at $56.1K in Q4 2016. 152 funds tracked by Wall St. Rank hold MATW as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Matthews International position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 277 Matthews International shares in Q1 2023, an estimated $8.43K.
  • Sutton Wealth Advisors first reported a position in Matthews International in Q1 2016 and held it in 24 quarters.
  • Sutton Wealth Advisors's Matthews International position peaked at $56.1K in Q4 2016.
  • 152 funds tracked by Wall St. Rank held Matthews International as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.