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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 – 1994
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 – 1852
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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's MATX Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Matsons (MATX) in Q1 2025, closing a stake of 3,538 shares — an estimated $477K sold.

Atria Wealth Solutions first reported a position in MATX in Q1 2022 and held it in 9 quarters. The position peaked at $589K in Q1 2022. 395 funds tracked by Wall St. Rank hold MATX as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Matsons position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,538 Matsons shares in Q1 2025, an estimated $477K.
  • Atria Wealth Solutions first reported a position in Matsons in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Matsons position peaked at $589K in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Matsons as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.