Sutton Wealth Advisors’s Materion MTRN Stock Holding History

Sutton 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
2023 Q1	–	Sell	-413	Closed	-$36.1K	–	1274
2022 Q4	$36.1K	Hold	413	–	–	0.01%	487
2022 Q3	$33K	Buy	413 +6	+1%	+$495	0.01%	493
2022 Q2	$30K	Sell	407 -7	-2%	-$562	0.01%	530
2022 Q1	$35.5K	Buy	414 +2	+0.5%	+$171	0.01%	518
2021 Q4	$37.9K	Buy	412 +5	+1%	+$417	0.01%	503
2021 Q3	$27.9K	Hold	407	–	–	0.01%	590
2021 Q2	$30.7K	Hold	407	–	–	0.01%	566
2021 Q1	$27K	Hold	407	–	–	0.01%	587
2020 Q4	$25.9K	Hold	407	–	–	0.01%	538
2020 Q3	$21.2K	Hold	407	–	–	0.01%	532
2020 Q2	$25K	Hold	407	–	–	0.01%	469
2020 Q1	$14.2K	Buy	407 +98	+32%	+$4.86K	0.01%	561
2019 Q4	$18.4K	Hold	309	–	–	0.01%	635
2019 Q3	$19K	Hold	309	–	–	0.01%	597
2019 Q2	$21K	Hold	309	–	–	0.01%	564
2019 Q1	$17.6K	Hold	309	–	–	0.01%	623
2018 Q4	$13.9K	Hold	309	–	–	0.01%	651
2018 Q3	$18.7K	Hold	309	–	–	0.01%	612
2018 Q2	$16.7K	Hold	309	–	–	0.01%	658
2018 Q1	$15.8K	Hold	309	–	–	0.01%	662
2017 Q4	$15K	Hold	309	–	–	0.01%	659
2017 Q3	$13.3K	Hold	309	–	–	0.01%	687
2017 Q2	$11.6K	Buy	309 +163	+112%	+$5.76K	0.01%	712
2017 Q1	$4.9K	Hold	146	–	–	﹤0.01%	850
2016 Q4	$5.78K	Hold	146	–	–	0.01%	819
2016 Q3	$4.48K	Hold	146	–	–	﹤0.01%	839
2016 Q2	$3.62K	Hold	146	–	–	﹤0.01%	840
2016 Q1	$3.87K	Buy	+146	New	+$3.64K	﹤0.01%	812

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

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

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

Sutton Wealth Advisors sold out of Materion (MTRN) in Q1 2023, closing a stake of 413 shares — an estimated $36.1K sold.

Sutton Wealth Advisors first reported a position in MTRN in Q1 2016 and held it in 28 quarters. The position peaked at $37.9K in Q4 2021. 226 funds tracked by Wall St. Rank hold MTRN as of Q1 2023.

Sutton Wealth Advisors reported no remaining Materion position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 413 Materion shares in Q1 2023, an estimated $36.1K.
Sutton Wealth Advisors first reported a position in Materion in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Materion position peaked at $37.9K in Q4 2021.
226 funds tracked by Wall St. Rank held Materion as of Q1 2023.

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