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McGlone Suttner Wealth Management’s Matsons MATX Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-234
Closed -$25.6K – 533
2023
Q4 		$25.6K Buy
+234
New +$22.2K 0.01% 387

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McGlone Suttner Wealth Management's MATX Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Matsons (MATX) in Q1 2024, closing a stake of 234 shares — an estimated $25.6K sold.

McGlone Suttner Wealth Management first reported a position in MATX in Q4 2023 and held it in 1 quarter. The position peaked at $25.6K in Q4 2023. 333 funds tracked by Wall St. Rank hold MATX as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Matsons position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 234 Matsons shares in Q1 2024, an estimated $25.6K.
  • McGlone Suttner Wealth Management first reported a position in Matsons in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Matsons position peaked at $25.6K in Q4 2023.
  • 333 funds tracked by Wall St. Rank held Matsons as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.