Sutton Wealth Advisors’s Matrix Service MTRX Stock Holding History

Sutton Wealth Advisors’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
2022 Q1	–	Sell	-917	Closed	-$6.9K	–	1681
2021 Q4	$6.9K	Buy	+917	New	+$8.63K	﹤0.01%	1023
2020 Q3	–	Sell	-514	Closed	-$5K	–	1238
2020 Q2	$5K	Sell	514 -884	-63%	-$8.59K	﹤0.01%	890
2020 Q1	$13.2K	Buy	1,398 +337	+32%	+$5.19K	0.01%	583
2019 Q4	$24.3K	Hold	1,061	–	–	0.01%	527
2019 Q3	$18.2K	Hold	1,061	–	–	0.01%	612
2019 Q2	$21.5K	Hold	1,061	–	–	0.01%	554
2019 Q1	$20.8K	Hold	1,061	–	–	0.01%	557
2018 Q4	$19K	Hold	1,061	–	–	0.01%	537
2018 Q3	$26.2K	Hold	1,061	–	–	0.02%	492
2018 Q2	$19.5K	Hold	1,061	–	–	0.01%	598
2018 Q1	$14.5K	Hold	1,061	–	–	0.01%	685
2017 Q4	$18.9K	Hold	1,061	–	–	0.01%	574
2017 Q3	$16.1K	Buy	+1,061	New	+$12.1K	0.01%	612
2017 Q2	–	Sell	-652	Closed	-$10.8K	–	1099
2017 Q1	$10.8K	Buy	652 +332	+104%	+$6.24K	0.01%	694
2016 Q4	$7.26K	Hold	320	–	–	0.01%	767
2016 Q3	$6K	Hold	320	–	–	0.01%	784
2016 Q2	$5.28K	Hold	320	–	–	0.01%	769
2016 Q1	$5.66K	Buy	+320	New	+$5.78K	0.01%	718

Other funds holding MTRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

SGCIA

Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Sutton Wealth Advisors's MTRX Position: Q1 2022 in Review

Sutton Wealth Advisors sold out of Matrix Service (MTRX) in Q1 2022, closing a stake of 917 shares — an estimated $6.9K sold.

Sutton Wealth Advisors first reported a position in MTRX in Q1 2016 and held it in 18 quarters. The position peaked at $26.2K in Q3 2018. 117 funds tracked by Wall St. Rank hold MTRX as of Q1 2022.

Sutton Wealth Advisors reported no remaining Matrix Service position as of Q1 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 917 Matrix Service shares in Q1 2022, an estimated $6.9K.
Sutton Wealth Advisors first reported a position in Matrix Service in Q1 2016 and held it in 18 quarters.
Sutton Wealth Advisors's Matrix Service position peaked at $26.2K in Q3 2018.
117 funds tracked by Wall St. Rank held Matrix Service as of Q1 2022.

Based on Sutton Wealth Advisors's 13F filing for Q1 2022, filed 7 Nov 2023.