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SYSTM Wealth Solutions’s Materion MTRN Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-132
Closed -$14.3K – 435
2024
Q2 		$14.3K Hold
132
– – ﹤0.01% 419
2024
Q1 		$17.4K Buy
+132
New +$16.7K ﹤0.01% 715

Other funds holding MTRN

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's MTRN Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Materion (MTRN) in Q3 2024, closing a stake of 132 shares — an estimated $14.3K sold.

SYSTM Wealth Solutions first reported a position in MTRN in Q1 2024 and held it in 2 quarters. The position peaked at $17.4K in Q1 2024. 253 funds tracked by Wall St. Rank hold MTRN as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Materion position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 132 Materion shares in Q3 2024, an estimated $14.3K.
  • SYSTM Wealth Solutions first reported a position in Materion in Q1 2024 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Materion position peaked at $17.4K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Materion as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.