Capstone Investment Advisors
MKFG

Capstone Investment Advisors’s Markforged Holding Corporation MKFG Stock Holding History

Capstone Investment Advisors’s Portfolio MKFG Stock Details MKFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,994
Closed -$131K – 2113
2021
Q3 		$131K Buy
+1,994
New +$178K ﹤0.01% 1747

Other funds holding MKFG

MIMC
Matrix IX Management Company Cambridge, Massachusetts $59.2M AUM 69.82% 1-Year Est. Return
TMC
TVL Management Corporation Menlo Park, California $1.84M AUM 0.1% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capstone Investment Advisors's MKFG Position: Q4 2021 in Review

Capstone Investment Advisors sold out of Markforged Holding Corporation (MKFG) in Q4 2021, closing a stake of 1,994 shares — an estimated $131K sold.

Capstone Investment Advisors first reported a position in MKFG in Q3 2021 and held it in 1 quarter. The position peaked at $131K in Q3 2021. 81 funds tracked by Wall St. Rank hold MKFG as of Q4 2021.

  • Capstone Investment Advisors reported no remaining Markforged Holding Corporation position as of Q4 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,994 Markforged Holding Corporation shares in Q4 2021, an estimated $131K.
  • Capstone Investment Advisors first reported a position in Markforged Holding Corporation in Q3 2021 and held it in 1 quarter.
  • Capstone Investment Advisors's Markforged Holding Corporation position peaked at $131K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q4 2021.

Based on Capstone Investment Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.