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Alliance Wealth Advisors (Utah)’s MarketAxess Holdings MKTX Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q3 		– Sell
-941
Closed -$210K – 295
2025
Q2 		$210K Sell
941
-12
-1% -$2.64K 0.05% 257
2025
Q1 		$206K Sell
953
-87
-8% -$18.3K 0.05% 243
2024
Q4 		$235K Buy
+1,040
New +$274K 0.06% 238
2024
Q1 		– Sell
-2,198
Closed -$644K – 241
2023
Q4 		$644K Buy
2,198
+48
+2% +$11.6K 0.22% 108
2023
Q3 		$459K Buy
2,150
+68
+3% +$16.5K 0.17% 129
2023
Q2 		$544K Buy
2,082
+98
+5% +$29.2K 0.2% 116
2023
Q1 		$776K Buy
1,984
+125
+7% +$44.3K 0.31% 78
2022
Q4 		$519K Buy
+1,859
New +$478K 0.23% 104

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return