Wipfli Financial Advisors’s Matsons MATX Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$56K	Buy	+913	New	+$70.2K	﹤0.01%	1019

Other funds holding MATX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's MATX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Matsons (MATX) in Q3 2022: 913 shares worth $56K. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings.

303 funds tracked by Wall St. Rank hold MATX as of Q3 2022.

Wipfli Financial Advisors held 913 shares of Matsons worth $56K as of Q3 2022.
Matsons was a new Wipfli Financial Advisors position in Q3 2022.
Matsons made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1019 holding.
303 funds tracked by Wall St. Rank held Matsons as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.