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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return