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Simplicity Wealth’s Matsons MATX Stock Holding History

Simplicity Wealth’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
Q2 		– Sell
-4,677
Closed -$526K – 1282
2024
Q1 		$526K Buy
+4,677
New +$527K 0.01% 717

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Simplicity Wealth's MATX Position: Q2 2024 in Review

Simplicity Wealth sold out of Matsons (MATX) in Q2 2024, closing a stake of 4,677 shares — an estimated $526K sold.

Simplicity Wealth first reported a position in MATX in Q1 2024 and held it in 1 quarter. The position peaked at $526K in Q1 2024. 356 funds tracked by Wall St. Rank hold MATX as of Q2 2024.

  • Simplicity Wealth reported no remaining Matsons position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,677 Matsons shares in Q2 2024, an estimated $526K.
  • Simplicity Wealth first reported a position in Matsons in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's Matsons position peaked at $526K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held Matsons as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.