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Redwood Wealth Management Group’s Matsons MATX Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-260
Closed -$34.1K – 705
2024
Q2 		$34.1K Buy
+260
New +$30.2K 0.03% 369

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Redwood Wealth Management Group's MATX Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Matsons (MATX) in Q3 2024, closing a stake of 260 shares — an estimated $34.1K sold.

Redwood Wealth Management Group first reported a position in MATX in Q2 2024 and held it in 1 quarter. The position peaked at $34.1K in Q2 2024. 387 funds tracked by Wall St. Rank hold MATX as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Matsons position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 260 Matsons shares in Q3 2024, an estimated $34.1K.
  • Redwood Wealth Management Group first reported a position in Matsons in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Matsons position peaked at $34.1K in Q2 2024.
  • 387 funds tracked by Wall St. Rank held Matsons as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.