Belvedere Trading’s MarketWise MKTW Stock Holding History

Belvedere Trading’s Portfolio MKTW Stock Details MKTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-672	Closed	-$34K	–	1179
2022 Q3	$34K	Buy	672 +508	+310%	+$30K	﹤0.01%	228
2022 Q2	$10K	Buy	+164	New	+$11.4K	﹤0.01%	333

Other funds holding MKTW

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Praetorian Capital Management Coral Gables, Florida $137M AUM

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Belvedere Trading's MKTW Position: Q4 2022 in Review

Belvedere Trading sold out of MarketWise (MKTW) in Q4 2022, closing a stake of 672 shares — an estimated $34K sold.

Belvedere Trading first reported a position in MKTW in Q2 2022 and held it in 2 quarters. The position peaked at $34K in Q3 2022. 54 funds tracked by Wall St. Rank hold MKTW as of Q4 2022.

Belvedere Trading reported no remaining MarketWise position as of Q4 2022 after selling out during the quarter.
Belvedere Trading sold 672 MarketWise shares in Q4 2022, an estimated $34K.
Belvedere Trading first reported a position in MarketWise in Q2 2022 and held it in 2 quarters.
Belvedere Trading's MarketWise position peaked at $34K in Q3 2022.
54 funds tracked by Wall St. Rank held MarketWise as of Q4 2022.

Based on Belvedere Trading's 13F filing for Q4 2022, filed 15 Feb 2023.