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Campbell Wealth Management’s Matsons MATX Stock Holding History

Campbell 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
2024
Q4 		$269K Buy
+1,996
New +$291K 0.02% 76
2024
Q3 		– Sell
-1,996
Closed -$261K – 79
2024
Q2 		$261K Hold
1,996
– – 0.08% 35
2024
Q1 		$224K Buy
+1,996
New +$225K 0.02% 85

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Campbell Wealth Management's MATX Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Matsons (MATX) in Q4 2024: 1,996 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #76 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in MATX as recently as Q2 2024.

Campbell Wealth Management first reported a position in MATX in Q1 2024 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold MATX as of Q4 2024.

  • Campbell Wealth Management held 1,996 shares of Matsons worth $269K as of Q4 2024.
  • Matsons was a new Campbell Wealth Management position in Q4 2024.
  • Matsons made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #76 holding.
  • Campbell Wealth Management first reported a position in Matsons in Q1 2024 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held Matsons as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.