SWM
MTRX icon

Spire Wealth Management’s Matrix Service MTRX Stock Holding History

Spire Wealth Management’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
2024
Q4 		– Sell
-323
Closed -$3.72K – 2500
2024
Q3 		$3.72K Hold
323
– – ﹤0.01% 1882
2024
Q2 		$3.21K Buy
+323
New +$3.69K ﹤0.01% 1920
2024
Q1 		– Sell
-568
Closed -$5.32K – 2370
2023
Q4 		$5.32K Buy
+568
New +$6.17K ﹤0.01% 1940

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Spire Wealth Management's MTRX Position: Q4 2024 in Review

Spire Wealth Management sold out of Matrix Service (MTRX) in Q4 2024, closing a stake of 323 shares — an estimated $3.72K sold.

Spire Wealth Management first reported a position in MTRX in Q4 2023 and held it in 3 quarters. The position peaked at $5.32K in Q4 2023. 123 funds tracked by Wall St. Rank hold MTRX as of Q4 2024.

  • Spire Wealth Management reported no remaining Matrix Service position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 323 Matrix Service shares in Q4 2024, an estimated $3.72K.
  • Spire Wealth Management first reported a position in Matrix Service in Q4 2023 and held it in 3 quarters.
  • Spire Wealth Management's Matrix Service position peaked at $5.32K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held Matrix Service as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.