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Accurate Wealth Management’s Matsons MATX Stock Holding History

Accurate Wealth Management’s Portfolio MATX Stock Details MATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-74
Closed -$4.64K – 928
2022
Q4 		$4.64K Buy
+74
New +$4.89K ﹤0.01% 1038

Other funds holding MATX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Accurate Wealth Management's MATX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Matsons (MATX) in Q1 2023, closing a stake of 74 shares — an estimated $4.64K sold.

Accurate Wealth Management first reported a position in MATX in Q4 2022 and held it in 1 quarter. The position peaked at $4.64K in Q4 2022. 270 funds tracked by Wall St. Rank hold MATX as of Q1 2023.

  • Accurate Wealth Management reported no remaining Matsons position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 74 Matsons shares in Q1 2023, an estimated $4.64K.
  • Accurate Wealth Management first reported a position in Matsons in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Matsons position peaked at $4.64K in Q4 2022.
  • 270 funds tracked by Wall St. Rank held Matsons as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.