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WealthPLAN Partners’s Mattel MAT Stock Holding History

WealthPLAN Partners’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-216
Closed -$4.22K – 785
2023
Q2 		$4.22K Hold
216
– – ﹤0.01% 946
2023
Q1 		$3.98K Buy
+216
New +$4.01K ﹤0.01% 1035
2016
Q3 		$31K Sell
1,027
-3,611
-78% -$118K 0.01% 411
2016
Q2 		$58.3K Buy
+4,638
New +$147K 0.01% 841
2015
Q4 		$2.35M Buy
+271,534
New +$6.68M 0.38% 53
2015
Q2 		$1.45M Buy
56,503
+38,333
+211% +$1.01M 0.64% 23
2015
Q1 		$415K Buy
+18,170
New +$482K 0.19% 79

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's MAT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Mattel (MAT) in Q3 2023, closing a stake of 216 shares — an estimated $4.22K sold.

WealthPLAN Partners first reported a position in MAT in Q1 2015 and held it in 7 quarters. The position peaked at $2.35M in Q4 2015. 356 funds tracked by Wall St. Rank hold MAT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Mattel position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 216 Mattel shares in Q3 2023, an estimated $4.22K.
  • WealthPLAN Partners first reported a position in Mattel in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Mattel position peaked at $2.35M in Q4 2015.
  • 356 funds tracked by Wall St. Rank held Mattel as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.