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Baker Tilly Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Baker Tilly 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
2024
Q1 		– Sell
-1,578
Closed -$462K – 450
2023
Q4 		$462K Buy
1,578
+170
+12% +$41.1K 0.08% 295
2023
Q3 		$301K Sell
1,408
-345
-20% -$83.6K 0.05% 367
2023
Q2 		$458K Sell
1,753
-101
-5% -$30.1K 0.05% 360
2023
Q1 		$725K Sell
1,854
-225
-11% -$79.7K 0.08% 253
2022
Q4 		$580K Buy
2,079
+731
+54% +$188K 0.07% 286
2022
Q3 		$300K Sell
1,348
-184
-12% -$47.2K 0.04% 414
2022
Q2 		$392K Sell
1,532
-18
-1% -$4.92K 0.05% 361
2022
Q1 		$527K Sell
1,550
-178
-10% -$64.5K 0.06% 334
2021
Q4 		$711K Sell
1,728
-246
-12% -$97K 0.08% 281
2021
Q3 		$830K Buy
1,974
+210
+12% +$96.4K 0.11% 197
2021
Q2 		$818K Buy
1,764
+77
+5% +$36.7K 0.13% 177
2021
Q1 		$840K Buy
1,687
+331
+24% +$177K 0.17% 146
2020
Q4 		$774K Buy
+1,356
New +$739K 0.24% 104

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GAM
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State Street
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VanEck Associates
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
T. Rowe Price Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return