AAS
MKTX icon

Avantax Advisory Services’s MarketAxess Holdings MKTX Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-452
Closed -$218K – 1187
2020
Q3 		$218K Buy
+452
New +$223K ﹤0.01% 1189

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $530B AUM 22.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's MKTX Position: Q4 2020 in Review

Avantax Advisory Services sold out of MarketAxess Holdings (MKTX) in Q4 2020, closing a stake of 452 shares — an estimated $218K sold.

Avantax Advisory Services first reported a position in MKTX in Q3 2020 and held it in 1 quarter. The position peaked at $218K in Q3 2020. 604 funds tracked by Wall St. Rank hold MKTX as of Q4 2020.

  • Avantax Advisory Services reported no remaining MarketAxess Holdings position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 452 MarketAxess Holdings shares in Q4 2020, an estimated $218K.
  • Avantax Advisory Services first reported a position in MarketAxess Holdings in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's MarketAxess Holdings position peaked at $218K in Q3 2020.
  • 604 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.