TCI Wealth Advisors’s Matrix Service MTRX Stock Holding History

TCI 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 Q2	–	Sell	-483	Closed	-$4K	–	2435
2022 Q1	$4K	Hold	483	–	–	﹤0.01%	1744
2021 Q4	$4K	Buy	+483	New	+$4.54K	﹤0.01%	1855
2020 Q2	–	Sell	-75	Closed	-$1K	–	1599
2020 Q1	$1K	Buy	+75	New	+$1.16K	﹤0.01%	1289

Other funds holding MTRX

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

ACM

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

SGCIA

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

RCM

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

SCM

SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return

TCI Wealth Advisors's MTRX Position: Q2 2022 in Review

TCI Wealth Advisors sold out of Matrix Service (MTRX) in Q2 2022, closing a stake of 483 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in MTRX in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 99 funds tracked by Wall St. Rank hold MTRX as of Q2 2022.

TCI Wealth Advisors reported no remaining Matrix Service position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 483 Matrix Service shares in Q2 2022, an estimated $4K.
TCI Wealth Advisors first reported a position in Matrix Service in Q1 2020 and held it in 3 quarters.
TCI Wealth Advisors's Matrix Service position peaked at $4K in Q1 2022.
99 funds tracked by Wall St. Rank held Matrix Service as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.