WAM
MATX icon

Wealthspire Advisors (Maryland)’s Matsons MATX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MATX Stock Details MATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-107
Closed -$4K – 1382
2019
Q1 		$4K Sell
107
-43
-29% -$1.49K ﹤0.01% 1911
2018
Q4 		$5K Buy
150
+37
+33% +$1.37K ﹤0.01% 1735
2018
Q3 		$4K Buy
113
+17
+18% +$630 ﹤0.01% 1909
2018
Q2 		$4K Buy
96
+25
+35% +$829 ﹤0.01% 1890
2018
Q1 		$2K Hold
71
– – ﹤0.01% 2184
2017
Q4 		$2K Sell
71
-60
-46% -$1.7K ﹤0.01% 2139
2017
Q3 		$4K Hold
131
– – ﹤0.01% 1854
2017
Q2 		$4K Buy
131
+12
+10% +$367 ﹤0.01% 1827
2017
Q1 		$4K Buy
+119
New +$4.09K ﹤0.01% 1568
2016
Q1 		– Sell
-25
Closed -$1K – 1813
2015
Q4 		$1K Buy
+25
New +$1.17K ﹤0.01% 1636

Other funds holding MATX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return