AF
MKFG

Allworth Financial’s Markforged Holding Corporation MKFG Stock Holding History

Allworth Financial’s Portfolio MKFG Stock Details MKFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7
Closed -$34 – 4060
2024
Q3 		$34 Hold
7
– – ﹤0.01% 3700
2024
Q2 		$27 Hold
7
– – ﹤0.01% 3642
2024
Q1 		$57 Hold
7
– – ﹤0.01% 3529
2023
Q4 		$56 Hold
7
– – ﹤0.01% 3369
2023
Q3 		$99 Buy
+7
New +$99 ﹤0.01% 3347

Other funds holding MKFG

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
CM
Cigogne Management Luxembourg $169M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's MKFG Position: Q4 2024 in Review

Allworth Financial sold out of Markforged Holding Corporation (MKFG) in Q4 2024, closing a stake of 7 shares — an estimated $34 sold.

Allworth Financial first reported a position in MKFG in Q3 2023 and held it in 5 quarters. The position peaked at $99 in Q3 2023. 41 funds tracked by Wall St. Rank hold MKFG as of Q4 2024.

  • Allworth Financial reported no remaining Markforged Holding Corporation position as of Q4 2024 after selling out during the quarter.
  • Allworth Financial sold 7 Markforged Holding Corporation shares in Q4 2024, an estimated $34.
  • Allworth Financial first reported a position in Markforged Holding Corporation in Q3 2023 and held it in 5 quarters.
  • Allworth Financial's Markforged Holding Corporation position peaked at $99 in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q4 2024.

Based on Allworth Financial's 13F filing for Q4 2024, filed 30 Jan 2025.