Belvedere Trading
MKTW icon

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
-2,310
Closed -$117K – 1178
2022
Q3 		$117K Buy
2,310
+250
+12% +$14.7K ﹤0.01% 182
2022
Q2 		$126K Buy
+2,060
New +$143K ﹤0.01% 228

Other funds holding MKTW

GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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.