TFO
MTRX icon

Tarbox Family Office’s Matrix Service MTRX Stock Holding History

Tarbox Family Office’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
Q4 		– Sell
-78
Closed -$1K – 1174
2020
Q3 		$1K Hold
78
– – ﹤0.01% 1013
2020
Q2 		$1K Hold
78
– – ﹤0.01% 1012
2020
Q1 		$1K Sell
78
-9
-10% -$139 ﹤0.01% 924
2019
Q4 		$2K Hold
87
– – ﹤0.01% 816
2019
Q3 		$1K Hold
87
– – ﹤0.01% 965
2019
Q2 		$2K Buy
+87
New +$1.72K ﹤0.01% 757

Other funds holding MTRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $93.1B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return