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Spire Wealth Management’s Matsons MATX Stock Holding History

Spire Wealth Management’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
-6
Closed -$796 – 2233
2024
Q2 		$796 Hold
6
– – ﹤0.01% 2146
2024
Q1 		$681 Hold
6
– – ﹤0.01% 2265
2023
Q4 		$723 Hold
6
– – ﹤0.01% 2314
2023
Q3 		$534 Buy
+6
New +$524 ﹤0.01% 2344
2023
Q2 		– Sell
-18
Closed -$1.07K – 2472
2023
Q1 		$1.07K Sell
18
-68
-79% -$4.38K ﹤0.01% 2378
2022
Q4 		$5K Buy
+86
New +$5.68K ﹤0.01% 1836
2022
Q3 		– Sell
-14,756
Closed -$1.07M – 2435
2022
Q2 		$1.07M Buy
14,756
+14,382
+3,845% +$1.24M 0.04% 319
2022
Q1 		$45K Sell
374
-15,194
-98% -$1.53M ﹤0.01% 1487
2021
Q4 		$1.4M Buy
15,568
+15,404
+9,393% +$1.31M 0.03% 378
2021
Q3 		$13K Buy
+164
New +$12.1K ﹤0.01% 2008

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