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	–	1682
2021 Q4	$6.9K	Buy	+917	New	+$8.63K	﹤0.01%	1023
2020 Q3	–	Sell	-514	Closed	-$5K	–	1240
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 $5.7T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return

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

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

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return