TWD
MTTR

True Wealth Design’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History

True Wealth Design’s Portfolio MTTR Stock Details MTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,100
Closed -$3K – 878
2023
Q1 		$3K Hold
1,100
– – ﹤0.01% 305
2022
Q4 		$3.08K Buy
+1,100
New +$3.52K ﹤0.01% 277

Other funds holding MTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

True Wealth Design's MTTR Position: Q2 2023 in Review

True Wealth Design sold out of Matterport, Inc. Class A Common Stock (MTTR) in Q2 2023, closing a stake of 1,100 shares — an estimated $3K sold.

True Wealth Design first reported a position in MTTR in Q4 2022 and held it in 2 quarters. The position peaked at $3.08K in Q4 2022. 218 funds tracked by Wall St. Rank hold MTTR as of Q2 2023.

  • True Wealth Design reported no remaining Matterport, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • True Wealth Design sold 1,100 Matterport, Inc. Class A Common Stock shares in Q2 2023, an estimated $3K.
  • True Wealth Design first reported a position in Matterport, Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
  • True Wealth Design's Matterport, Inc. Class A Common Stock position peaked at $3.08K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held Matterport, Inc. Class A Common Stock as of Q2 2023.

Based on True Wealth Design's 13F filing for Q2 2023, filed 14 Aug 2023.