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WR Wealth Planners’s Matsons MATX Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.48K Buy
11
+7
+175% +$1.02K ﹤0.01% 889
2024
Q3 		$570 Hold
4
– – ﹤0.01% 1019
2024
Q2 		$524 Hold
4
– – ﹤0.01% 1014
2024
Q1 		$450 Buy
+4
New +$451 ﹤0.01% 1043

Other funds holding MATX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WR Wealth Planners's MATX Position: Q4 2024 in Review

WR Wealth Planners increased its Matsons (MATX) stake by 175% in Q4 2024, buying an estimated $1.02K and bringing the position to 11 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

WR Wealth Planners first reported a position in MATX in Q1 2024 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold MATX as of Q4 2024.

  • WR Wealth Planners held 11 shares of Matsons worth $1.48K as of Q4 2024.
  • WR Wealth Planners bought 7 Matsons shares in Q4 2024, an estimated $1.02K.
  • Matsons made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #889 holding.
  • WR Wealth Planners first reported a position in Matsons in Q1 2024 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held Matsons as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.