Capital Advisors Ltd’s MarketWise MKTW Stock Holding History

Capital Advisors Ltd’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
2024 Q2	–	Sell	-9	Closed	–	–	1546
2024 Q1	$0	Hold	9	–	–	﹤0.01%	1482
2023 Q4	$0	Buy	+9	New	+$440	﹤0.01%	1407

Other funds holding MKTW

GRIM

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

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

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

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

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

FAM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisors Ltd's MKTW Position: Q2 2024 in Review

Capital Advisors Ltd sold out of MarketWise (MKTW) in Q2 2024, closing a stake of 9 shares.

Capital Advisors Ltd first reported a position in MKTW in Q4 2023 and held it in 2 quarters. The position peaked at $0 in Q1 2024. 56 funds tracked by Wall St. Rank hold MKTW as of Q2 2024.

Capital Advisors Ltd reported no remaining MarketWise position as of Q2 2024 after selling out during the quarter.
Capital Advisors Ltd sold 9 MarketWise shares in Q2 2024.
Capital Advisors Ltd first reported a position in MarketWise in Q4 2023 and held it in 2 quarters.
Capital Advisors Ltd's MarketWise position peaked at $0 in Q1 2024.
56 funds tracked by Wall St. Rank held MarketWise as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.