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Sowell Financial Services’s Matrix Service MTRX Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-190
Closed -$2K – 2651
2020
Q2 		$2K Hold
190
– – ﹤0.01% 2184
2020
Q1 		$2K Hold
190
– – ﹤0.01% 2088
2019
Q4 		$4K Buy
+190
New +$3.75K ﹤0.01% 1991

Other funds holding MTRX

BlackRock
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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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.15T AUM 47.82% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

Sowell Financial Services's MTRX Position: Q3 2020 in Review

Sowell Financial Services sold out of Matrix Service (MTRX) in Q3 2020, closing a stake of 190 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in MTRX in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 130 funds tracked by Wall St. Rank hold MTRX as of Q3 2020.

  • Sowell Financial Services reported no remaining Matrix Service position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 190 Matrix Service shares in Q3 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in Matrix Service in Q4 2019 and held it in 3 quarters.
  • Sowell Financial Services's Matrix Service position peaked at $4K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held Matrix Service as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.