Certified Advisory Corp’s Matrix Service MTRX Stock Holding History

Certified Advisory Corp’s Portfolio MTRX Stock Details MTRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-150	Closed	-$2.96K	–	830
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	709
2019 Q2	$3K	Buy	+150	New	+$2.96K	﹤0.01%	726

Other funds holding MTRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Certified Advisory Corp's MTRX Position: Q4 2019 in Review

Certified Advisory Corp sold out of Matrix Service (MTRX) in Q4 2019, closing a stake of 150 shares — an estimated $2.96K sold.

Certified Advisory Corp first reported a position in MTRX in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 167 funds tracked by Wall St. Rank hold MTRX as of Q4 2019.

Certified Advisory Corp reported no remaining Matrix Service position as of Q4 2019 after selling out during the quarter.
Certified Advisory Corp sold 150 Matrix Service shares in Q4 2019, an estimated $2.96K.
Certified Advisory Corp first reported a position in Matrix Service in Q2 2019 and held it in 2 quarters.
Certified Advisory Corp's Matrix Service position peaked at $3K in Q3 2019.
167 funds tracked by Wall St. Rank held Matrix Service as of Q4 2019.

Based on Certified Advisory Corp's 13F filing for Q4 2019, filed 29 Jan 2020.