APWM
MKTX icon

Atlas Private Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Atlas Private Wealth Management’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
2021
Q2 		– Sell
-83
Closed -$41K – 268
2021
Q1 		$41K Hold
83
– – 0.03% 203
2020
Q4 		$47K Hold
83
– – 0.03% 194
2020
Q3 		$40K Buy
+83
New +$41K 0.03% 200

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atlas Private Wealth Management's MKTX Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of MarketAxess Holdings (MKTX) in Q2 2021, closing a stake of 83 shares — an estimated $41K sold.

Atlas Private Wealth Management first reported a position in MKTX in Q3 2020 and held it in 3 quarters. The position peaked at $47K in Q4 2020. 551 funds tracked by Wall St. Rank hold MKTX as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining MarketAxess Holdings position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 83 MarketAxess Holdings shares in Q2 2021, an estimated $41K.
  • Atlas Private Wealth Management first reported a position in MarketAxess Holdings in Q3 2020 and held it in 3 quarters.
  • Atlas Private Wealth Management's MarketAxess Holdings position peaked at $47K in Q4 2020.
  • 551 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.