AWM
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Accurate Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Accurate Wealth Management’s Portfolio MKTX Stock Details MKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed -$642 – 948
2022
Q4 		$642 Buy
+2
New +$515 ﹤0.01% 1452

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Accurate Wealth Management's MKTX Position: Q1 2023 in Review

Accurate Wealth Management sold out of MarketAxess Holdings (MKTX) in Q1 2023, closing a stake of 2 shares — an estimated $642 sold.

Accurate Wealth Management first reported a position in MKTX in Q4 2022 and held it in 1 quarter. The position peaked at $642 in Q4 2022. 538 funds tracked by Wall St. Rank hold MKTX as of Q1 2023.

  • Accurate Wealth Management reported no remaining MarketAxess Holdings position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 2 MarketAxess Holdings shares in Q1 2023, an estimated $642.
  • Accurate Wealth Management first reported a position in MarketAxess Holdings in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's MarketAxess Holdings position peaked at $642 in Q4 2022.
  • 538 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.