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Toth Financial Advisory’s Matrix Service MTRX Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-100
Closed -$993 – 749
2024
Q2 		$993 Buy
+100
New +$1.14K ﹤0.01% 693

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
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return

Toth Financial Advisory's MTRX Position: Q3 2024 in Review

Toth Financial Advisory sold out of Matrix Service (MTRX) in Q3 2024, closing a stake of 100 shares — an estimated $993 sold.

Toth Financial Advisory first reported a position in MTRX in Q2 2024 and held it in 1 quarter. The position peaked at $993 in Q2 2024. 117 funds tracked by Wall St. Rank hold MTRX as of Q3 2024.

  • Toth Financial Advisory reported no remaining Matrix Service position as of Q3 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Matrix Service shares in Q3 2024, an estimated $993.
  • Toth Financial Advisory first reported a position in Matrix Service in Q2 2024 and held it in 1 quarter.
  • Toth Financial Advisory's Matrix Service position peaked at $993 in Q2 2024.
  • 117 funds tracked by Wall St. Rank held Matrix Service as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.