AWM
MATX icon

Avior Wealth Management’s Matsons MATX Stock Holding History

Avior 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
2025
Q1 		– Sell
-1,014
Closed -$137K – 1674
2024
Q4 		$137K Buy
1,014
+3
+0.3% +$437 0.01% 806
2024
Q3 		$144K Hold
1,011
– – 0.01% 783
2024
Q2 		$132K Sell
1,011
-7
-0.7% -$814 0.01% 782
2024
Q1 		$114K Buy
1,018
+7
+0.7% +$789 0.01% 909
2023
Q4 		$111K Hold
1,011
– – 0.01% 602
2023
Q3 		$89.7K Buy
1,011
+41
+4% +$3.58K 0.01% 646
2023
Q2 		$75.4K Hold
970
– – ﹤0.01% 680
2023
Q1 		$57.9K Hold
970
– – ﹤0.01% 737
2022
Q4 		$60.6K Hold
970
– – ﹤0.01% 594
2022
Q3 		$59K Hold
970
– – ﹤0.01% 583
2022
Q2 		$70K Hold
970
– – 0.01% 530
2022
Q1 		$117K Buy
+970
New +$97.7K 0.01% 490

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
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