HGWM
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Harvest Group Wealth Management’s Matsons MATX Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-43
Closed -$2K – 417
2020
Q4 		$2K Hold
43
– – ﹤0.01% 370
2020
Q3 		$2K Hold
43
– – ﹤0.01% 359
2020
Q2 		$1K Hold
43
– – ﹤0.01% 393
2020
Q1 		$1K Sell
43
-62
-59% -$2.19K ﹤0.01% 402
2019
Q4 		$4K Hold
105
– – ﹤0.01% 434
2019
Q3 		$4K Hold
105
– – ﹤0.01% 482
2019
Q2 		$4K Hold
105
– – 0.01% 395
2019
Q1 		$4K Buy
+105
New +$3.63K ﹤0.01% 433

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ACH
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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