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Inspire Advisors’s Matsons MATX Stock Holding History

Inspire Advisors’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
Q2 		– Sell
-9,239
Closed -$1.04M – 435
2024
Q1 		$1.04M Buy
+9,239
New +$1.04M 0.14% 93
2021
Q1 		– Sell
-478
Closed -$27K – 461
2020
Q4 		$27K Buy
+478
New +$26.1K 0.01% 325

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Inspire Advisors's MATX Position: Q2 2024 in Review

Inspire Advisors sold out of Matsons (MATX) in Q2 2024, closing a stake of 9,239 shares — an estimated $1.04M sold.

Inspire Advisors first reported a position in MATX in Q4 2020 and held it in 2 quarters. The position peaked at $1.04M in Q1 2024. 356 funds tracked by Wall St. Rank hold MATX as of Q2 2024.

  • Inspire Advisors reported no remaining Matsons position as of Q2 2024 after selling out during the quarter.
  • Inspire Advisors sold 9,239 Matsons shares in Q2 2024, an estimated $1.04M.
  • Inspire Advisors first reported a position in Matsons in Q4 2020 and held it in 2 quarters.
  • Inspire Advisors's Matsons position peaked at $1.04M in Q1 2024.
  • 356 funds tracked by Wall St. Rank held Matsons as of Q2 2024.

Based on Inspire Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.