Buckingham Strategic Wealth’s MarketAxess Holdings MKTX Stock Holding History

Buckingham Strategic Wealth’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
2023 Q2	–	Sell	-731	Closed	-$204K	–	711
2023 Q1	$204K	Hold	731	–	–	﹤0.01%	566
2022 Q4	$204K	Buy	+731	New	+$188K	﹤0.01%	568
2022 Q2	–	Sell	-1,129	Closed	-$384K	–	632
2022 Q1	$384K	Buy	1,129 +208	+23%	+$75.4K	0.01%	417
2021 Q4	$379K	Sell	921 -496	-35%	-$196K	0.01%	417
2021 Q3	$596K	Sell	1,417 -198	-12%	-$90.9K	0.01%	323
2021 Q2	$749K	Sell	1,615 -30	-2%	-$14.3K	0.02%	285
2021 Q1	$819K	Buy	1,645 +72	+5%	+$38.4K	0.04%	258
2020 Q4	$897K	Buy	+1,573	New	+$857K	0.05%	232

Other funds holding MKTX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Buckingham Strategic Wealth's MKTX Position: Q2 2023 in Review

Buckingham Strategic Wealth sold out of MarketAxess Holdings (MKTX) in Q2 2023, closing a stake of 731 shares — an estimated $204K sold.

Buckingham Strategic Wealth first reported a position in MKTX in Q4 2020 and held it in 8 quarters. The position peaked at $897K in Q4 2020. 513 funds tracked by Wall St. Rank hold MKTX as of Q2 2023.

Buckingham Strategic Wealth reported no remaining MarketAxess Holdings position as of Q2 2023 after selling out during the quarter.
Buckingham Strategic Wealth sold 731 MarketAxess Holdings shares in Q2 2023, an estimated $204K.
Buckingham Strategic Wealth first reported a position in MarketAxess Holdings in Q4 2020 and held it in 8 quarters.
Buckingham Strategic Wealth's MarketAxess Holdings position peaked at $897K in Q4 2020.
513 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.