BCPWM
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Bradley & Co Private Wealth Management’s Marathon Digital Holdings MARA Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio MARA Stock Details MARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,269
Closed -$10.8K – 206
2023
Q3 		$10.8K Hold
1,269
– – 0.01% 111
2023
Q2 		$17.6K Hold
1,269
– – 0.02% 103
2023
Q1 		$11.1K Hold
1,269
– – 0.01% 113
2022
Q4 		$4.34K Hold
1,269
– – 0.01% 139
2022
Q3 		$14K Hold
1,269
– – 0.02% 115
2022
Q2 		$7K Hold
1,269
– – 0.01% 142
2022
Q1 		$35K Buy
+1,269
New +$33K 0.03% 97

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $11.2B AUM 20.49% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return