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Turtle Creek Wealth Advisors’s Materion MTRN Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-1
Closed -$130 – 585
2023
Q4 		$130 Buy
+1
New +$110 ﹤0.01% 850

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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's MTRN Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Materion (MTRN) in Q1 2024, closing a stake of 1 share — an estimated $130 sold.

Turtle Creek Wealth Advisors first reported a position in MTRN in Q4 2023 and held it in 1 quarter. The position peaked at $130 in Q4 2023. 251 funds tracked by Wall St. Rank hold MTRN as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Materion position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 1 Materion share in Q1 2024, an estimated $130.
  • Turtle Creek Wealth Advisors first reported a position in Materion in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Materion position peaked at $130 in Q4 2023.
  • 251 funds tracked by Wall St. Rank held Materion as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.