WP
MTTR

WealthPLAN Partners’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-100
Closed -$315 – 1231
2023
Q2 		$315 Buy
+100
New +$277 ﹤0.01% 1200

Other funds holding MTTR

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSCU
Half Sky Capital (UK) London, United Kingdom $30.5M AUM 67.32% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32M AUM 12.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's MTTR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Matterport, Inc. Class A Common Stock (MTTR) in Q3 2023, closing a stake of 100 shares — an estimated $315 sold.

WealthPLAN Partners first reported a position in MTTR in Q2 2023 and held it in 1 quarter. The position peaked at $315 in Q2 2023. 214 funds tracked by Wall St. Rank hold MTTR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Matterport, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 100 Matterport, Inc. Class A Common Stock shares in Q3 2023, an estimated $315.
  • WealthPLAN Partners first reported a position in Matterport, Inc. Class A Common Stock in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Matterport, Inc. Class A Common Stock position peaked at $315 in Q2 2023.
  • 214 funds tracked by Wall St. Rank held Matterport, Inc. Class A Common Stock as of Q3 2023.

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