HWM
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Hemington Wealth Management’s Matrix Service MTRX Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$0 Sell
47
-2
-4% -$28 ﹤0.01% 1650
2025
Q2 		$0 Sell
49
-52
-51% -$627 ﹤0.01% 1643
2025
Q1 		$1K Sell
101
-23
-19% -$308 ﹤0.01% 1427
2024
Q4 		$1K Sell
124
-5
-4% -$61 ﹤0.01% 1437
2024
Q3 		$1K Buy
+129
New +$1.28K ﹤0.01% 1364

Other funds holding MTRX

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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $324M AUM 42.67% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return