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Atria Wealth Solutions’s Matsons MATX Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-3,538
Closed -$477K – 1995
2024
Q4 		$477K Sell
3,538
-219
-6% -$31.9K 0.01% 1300
2024
Q3 		$536K Sell
3,757
-603
-14% -$79.3K 0.01% 1216
2024
Q2 		$571K Buy
4,360
+3
+0.1% +$349 0.01% 1174
2024
Q1 		$490K Sell
4,357
-59
-1% -$6.65K 0.01% 1279
2023
Q4 		$484K Buy
4,416
+2,023
+85% +$192K 0.01% 1232
2023
Q3 		$212K Buy
+2,393
New +$209K ﹤0.01% 1668
2022
Q4 		– Sell
-3,579
Closed -$220K – 1854
2022
Q3 		$220K Sell
3,579
-7
-0.2% -$538 ﹤0.01% 1502
2022
Q2 		$261K Sell
3,586
-1,298
-27% -$112K 0.01% 1285
2022
Q1 		$589K Buy
+4,884
New +$492K 0.01% 974

Other funds holding MATX

BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return