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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 – 1426
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% 2385

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.81T AUM 41.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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 $580B AUM 38.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MTRX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Matrix Service (MTRX) in Q2 2019, closing a stake of 171 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in MTRX in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 164 funds tracked by Wall St. Rank hold MTRX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Matrix Service position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 171 Matrix Service shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Matrix Service in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Matrix Service position peaked at $4K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Matrix Service as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.