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Atria Wealth Solutions’s MarketAxess Holdings MKTX Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-1,032
Closed -$207K – 2001
2024
Q2 		$207K Buy
+1,032
New +$213K ﹤0.01% 1755

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atria Wealth Solutions's MKTX Position: Q3 2024 in Review

Atria Wealth Solutions sold out of MarketAxess Holdings (MKTX) in Q3 2024, closing a stake of 1,032 shares — an estimated $207K sold.

Atria Wealth Solutions first reported a position in MKTX in Q2 2024 and held it in 1 quarter. The position peaked at $207K in Q2 2024. 509 funds tracked by Wall St. Rank hold MKTX as of Q3 2024.

  • Atria Wealth Solutions reported no remaining MarketAxess Holdings position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,032 MarketAxess Holdings shares in Q3 2024, an estimated $207K.
  • Atria Wealth Solutions first reported a position in MarketAxess Holdings in Q2 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's MarketAxess Holdings position peaked at $207K in Q2 2024.
  • 509 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.