Arete Wealth Advisors’s Marathon Digital Holdings MARA Stock Holding History

Arete Wealth Advisors’s Portfolio MARA Stock Details MARA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-14,196	Closed	-$333K	–	579
2023 Q4	$333K	Sell	14,196 -2,530	-15%	-$31.9K	0.03%	524
2023 Q3	$142K	Buy	16,726 +2,230	+15%	+$29.9K	0.02%	457
2023 Q2	$201K	Sell	14,496 -9,950	-41%	-$100K	0.02%	597
2023 Q1	$213K	Buy	24,446 +7,450	+44%	+$52K	0.02%	568
2022 Q4	$58.1K	Sell	16,996 -14,868	-47%	-$125K	0.01%	598
2022 Q3	$341K	Buy	+31,864	New	+$377K	0.03%	376

Other funds holding MARA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arete Wealth Advisors's MARA Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Marathon Digital Holdings (MARA) in Q1 2024, closing a stake of 14,196 shares — an estimated $333K sold.

Arete Wealth Advisors first reported a position in MARA in Q3 2022 and held it in 6 quarters. The position peaked at $341K in Q3 2022. 303 funds tracked by Wall St. Rank hold MARA as of Q1 2024.

Arete Wealth Advisors reported no remaining Marathon Digital Holdings position as of Q1 2024 after selling out during the quarter.
Arete Wealth Advisors sold 14,196 Marathon Digital Holdings shares in Q1 2024, an estimated $333K.
Arete Wealth Advisors first reported a position in Marathon Digital Holdings in Q3 2022 and held it in 6 quarters.
Arete Wealth Advisors's Marathon Digital Holdings position peaked at $341K in Q3 2022.
303 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.