AWA
MKFG

Arete Wealth Advisors’s Markforged Holding Corporation MKFG Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-3,593
Closed -$29.5K – 764
2023
Q4 		$29.5K Buy
3,593
+816
+29% +$7.14K ﹤0.01% 725
2023
Q3 		$40.3K Buy
+2,777
New +$39.2K 0.01% 485

Other funds holding MKFG

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Arete Wealth Advisors sold out of Markforged Holding Corporation (MKFG) in Q1 2024, closing a stake of 3,593 shares — an estimated $29.5K sold.

Arete Wealth Advisors first reported a position in MKFG in Q3 2023 and held it in 2 quarters. The position peaked at $40.3K in Q3 2023. 67 funds tracked by Wall St. Rank hold MKFG as of Q1 2024.

  • Arete Wealth Advisors reported no remaining Markforged Holding Corporation position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,593 Markforged Holding Corporation shares in Q1 2024, an estimated $29.5K.
  • Arete Wealth Advisors first reported a position in Markforged Holding Corporation in Q3 2023 and held it in 2 quarters.
  • Arete Wealth Advisors's Markforged Holding Corporation position peaked at $40.3K in Q3 2023.
  • 67 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q1 2024.

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