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Advisor Group’s Marchex MCHX Stock Holding History

Advisor Group’s Portfolio MCHX Stock Details MCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$10K Buy
+2,523
New +$9.07K ﹤0.01% 4361
2019
Q3 		– Sell
-300
Closed -$1K – 5359
2019
Q2 		$1K Buy
+300
New +$1.43K ﹤0.01% 5119

Other funds holding MCHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $88.2M AUM 25.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Advisor Group's MCHX Position: Q4 2019 in Review

Advisor Group opened a new position in Marchex (MCHX) in Q4 2019: 2,523 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #4361 among its holdings. This is a return to the name: Advisor Group previously reported a position in MCHX as recently as Q2 2019.

Advisor Group first reported a position in MCHX in Q2 2019 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold MCHX as of Q4 2019.

  • Advisor Group held 2,523 shares of Marchex worth $10K as of Q4 2019.
  • Marchex was a new Advisor Group position in Q4 2019.
  • Marchex made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4361 holding.
  • Advisor Group first reported a position in Marchex in Q2 2019 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Marchex as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.