SSWG
MATX icon

Seven Springs Wealth Group’s Matsons MATX Stock Holding History

Seven Springs Wealth 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
2021
Q1 		– Sell
-24
Closed -$1K – 200
2020
Q4 		$1K Buy
+24
New +$1.31K ﹤0.01% 211

Other funds holding MATX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Seven Springs Wealth Group's MATX Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of Matsons (MATX) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Seven Springs Wealth Group first reported a position in MATX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 231 funds tracked by Wall St. Rank hold MATX as of Q1 2021.

  • Seven Springs Wealth Group reported no remaining Matsons position as of Q1 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 24 Matsons shares in Q1 2021, an estimated $1K.
  • Seven Springs Wealth Group first reported a position in Matsons in Q4 2020 and held it in 1 quarter.
  • Seven Springs Wealth Group's Matsons position peaked at $1K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held Matsons as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.