Buck Wealth Strategies’s Matsons MATX Stock Holding History

Buck Wealth Strategies’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 Q4	–	Sell	-1	Closed	-$75	–	237
2023 Q3	$75	Buy	+1	New	+$87	﹤0.01%	365

Other funds holding MATX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Buck Wealth Strategies's MATX Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Matsons (MATX) in Q4 2023, closing a stake of 1 share — an estimated $75 sold.

Buck Wealth Strategies first reported a position in MATX in Q3 2023 and held it in 1 quarter. The position peaked at $75 in Q3 2023. 335 funds tracked by Wall St. Rank hold MATX as of Q4 2023.

Buck Wealth Strategies reported no remaining Matsons position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 1 Matsons share in Q4 2023, an estimated $75.
Buck Wealth Strategies first reported a position in Matsons in Q3 2023 and held it in 1 quarter.
Buck Wealth Strategies's Matsons position peaked at $75 in Q3 2023.
335 funds tracked by Wall St. Rank held Matsons as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.