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BDO Wealth Advisors’s Matsons MATX Stock Holding History

BDO Wealth Advisors’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
2021
Q2 		– Sell
-26
Closed -$2K – 1167
2021
Q1 		$2K Hold
26
– – ﹤0.01% 993
2020
Q4 		$1K Hold
26
– – ﹤0.01% 860
2020
Q3 		$1K Buy
+26
New +$982 ﹤0.01% 787

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's MATX Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Matsons (MATX) in Q2 2021, closing a stake of 26 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in MATX in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 218 funds tracked by Wall St. Rank hold MATX as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Matsons position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 26 Matsons shares in Q2 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Matsons in Q3 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Matsons position peaked at $2K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Matsons as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.