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Raffa Wealth Management’s Matrix Service MTRX Stock Holding History

Raffa 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
2018
Q4 		– Sell
-55
Closed -$1.36K – 759
2018
Q3 		$1.36K Hold
55
– – ﹤0.01% 477
2018
Q2 		$1.01K Hold
55
– – ﹤0.01% 574
2018
Q1 		$754 Buy
+55
New +$905 ﹤0.01% 694

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raffa Wealth Management's MTRX Position: Q4 2018 in Review

Raffa Wealth Management sold out of Matrix Service (MTRX) in Q4 2018, closing a stake of 55 shares — an estimated $1.36K sold.

Raffa Wealth Management first reported a position in MTRX in Q1 2018 and held it in 3 quarters. The position peaked at $1.36K in Q3 2018. 167 funds tracked by Wall St. Rank hold MTRX as of Q4 2018.

  • Raffa Wealth Management reported no remaining Matrix Service position as of Q4 2018 after selling out during the quarter.
  • Raffa Wealth Management sold 55 Matrix Service shares in Q4 2018, an estimated $1.36K.
  • Raffa Wealth Management first reported a position in Matrix Service in Q1 2018 and held it in 3 quarters.
  • Raffa Wealth Management's Matrix Service position peaked at $1.36K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Matrix Service as of Q4 2018.

Based on Raffa Wealth Management's 13F filing for Q4 2018, filed 27 Jul 2026.