FGAM
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Financial Gravity Asset Management’s Matsons MATX Stock Holding History

Financial Gravity Asset 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
2023
Q3 		– Sell
-78
Closed -$245 – 1549
2023
Q2 		$245 Buy
78
+18
+30% +$1.23K ﹤0.01% 1126
2023
Q1 		$1 Sell
60
-3
-5% -$193 ﹤0.01% 1062
2022
Q4 		$157 Buy
+63
New +$4.16K ﹤0.01% 1030
2018
Q3 		$1K Sell
17
-127
-88% -$4.7K ﹤0.01% 1179
2018
Q2 		$5K Buy
144
+121
+526% +$4.01K ﹤0.01% 759
2018
Q1 		$1K Buy
+23
New +$719 ﹤0.01% 1194

Other funds holding MATX

BlackRock
BlackRock New York $5.7T 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return