WAM
MTRX icon

Wealthspire Advisors (Maryland)’s Matrix Service MTRX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-171
Closed -$3K – 1453
2019
Q1 		$3K Hold
171
– – ﹤0.01% 2024
2018
Q4 		$3K Hold
171
– – ﹤0.01% 1965
2018
Q3 		$4K Hold
171
– – ﹤0.01% 1912
2018
Q2 		$3K Hold
171
– – ﹤0.01% 2028
2018
Q1 		$2K Hold
171
– – ﹤0.01% 2190
2017
Q4 		$3K Buy
171
+145
+558% +$2.28K ﹤0.01% 2004
2017
Q3 		$0 Buy
+26
New +$296 ﹤0.01% 2393

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return