TCI Wealth Advisors’s Matthews International MATW Stock Holding History

TCI 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
2022 Q2	–	Sell	-125	Closed	-$4K	–	2424
2022 Q1	$4K	Hold	125	–	–	﹤0.01%	1733
2021 Q4	$5K	Hold	125	–	–	﹤0.01%	1681
2021 Q3	$4K	Buy	+125	New	+$4.29K	﹤0.01%	1778
2020 Q3	–	Sell	-76	Closed	-$1K	–	1603
2020 Q2	$1K	Hold	76	–	–	﹤0.01%	1283
2020 Q1	$2K	Buy	+76	New	+$2.42K	﹤0.01%	1035
2019 Q3	–	Sell	-164	Closed	-$6K	–	1574
2019 Q2	$6K	Sell	164 -31	-16%	-$1.14K	﹤0.01%	729
2019 Q1	$7K	Hold	195	–	–	﹤0.01%	705
2018 Q4	$8K	Hold	195	–	–	﹤0.01%	671
2018 Q3	$10K	Hold	195	–	–	﹤0.01%	632
2018 Q2	$11K	Hold	195	–	–	﹤0.01%	624
2018 Q1	$10K	Hold	195	–	–	﹤0.01%	624
2017 Q4	$10K	Hold	195	–	–	﹤0.01%	636
2017 Q3	$12K	Hold	195	–	–	0.01%	562
2017 Q2	$12K	Hold	195	–	–	0.01%	558
2017 Q1	$13K	Hold	195	–	–	0.01%	527
2016 Q4	$15K	Hold	195	–	–	0.01%	546
2016 Q3	$12K	Hold	195	–	–	0.01%	538
2016 Q2	$11K	Hold	195	–	–	0.01%	548
2016 Q1	$10K	Hold	195	–	–	0.01%	579
2015 Q4	$10K	Buy	+195	New	+$10.9K	0.01%	584

Other funds holding MATW

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

TCI Wealth Advisors's MATW Position: Q2 2022 in Review

TCI Wealth Advisors sold out of Matthews International (MATW) in Q2 2022, closing a stake of 125 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in MATW in Q4 2015 and held it in 20 quarters. The position peaked at $15K in Q4 2016. 161 funds tracked by Wall St. Rank hold MATW as of Q2 2022.

TCI Wealth Advisors reported no remaining Matthews International position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 125 Matthews International shares in Q2 2022, an estimated $4K.
TCI Wealth Advisors first reported a position in Matthews International in Q4 2015 and held it in 20 quarters.
TCI Wealth Advisors's Matthews International position peaked at $15K in Q4 2016.
161 funds tracked by Wall St. Rank held Matthews International as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.