CPA
MKTW icon

Capital Performance Advisors’s MarketWise MKTW Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-1
Closed -$19 – 1667
2024
Q3 		$19 Buy
+1
New +$18 ﹤0.01% 2858

Other funds holding MKTW

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's MKTW Position: Q4 2024 in Review

Capital Performance Advisors sold out of MarketWise (MKTW) in Q4 2024, closing a stake of 1 share — an estimated $19 sold.

Capital Performance Advisors first reported a position in MKTW in Q3 2024 and held it in 1 quarter. The position peaked at $19 in Q3 2024. 59 funds tracked by Wall St. Rank hold MKTW as of Q4 2024.

  • Capital Performance Advisors reported no remaining MarketWise position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 MarketWise share in Q4 2024, an estimated $19.
  • Capital Performance Advisors first reported a position in MarketWise in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MarketWise position peaked at $19 in Q3 2024.
  • 59 funds tracked by Wall St. Rank held MarketWise as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.