NFG
MTRX icon

Next Financial Group’s Matrix Service MTRX Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-1,262
Closed -$29K – 2300
2019
Q4 		$29K Buy
1,262
+529
+72% +$10.4K ﹤0.01% 1394
2019
Q3 		$13K Buy
733
+724
+8,044% +$13.6K ﹤0.01% 1613
2019
Q2 		$0 Hold
9
– – ﹤0.01% 2355
2019
Q1 		$0 Hold
9
– – ﹤0.01% 1937
2018
Q4 		$0 Buy
+9
New +$184 ﹤0.01% 2041
2014
Q4 		– Sell
-543
Closed -$13K – 2174
2014
Q3 		$13K Buy
+543
New +$15.1K ﹤0.01% 1641

Other funds holding MTRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return