Capstone Investment Advisors
MKTW icon

Capstone Investment Advisors’s MarketWise MKTW Stock Holding History

Capstone Investment 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
2021
Q3 		– Sell
-13,435
Closed -$2.67M – 2046
2021
Q2 		$2.67M Buy
13,435
+3,000
+29% +$596K 0.01% 928
2021
Q1 		$2.07M Buy
+10,435
New +$2.16M 0.01% 917

Other funds holding MKTW

GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Investment Advisors's MKTW Position: Q3 2021 in Review

Capstone Investment Advisors sold out of MarketWise (MKTW) in Q3 2021, closing a stake of 13,435 shares — an estimated $2.67M sold.

Capstone Investment Advisors first reported a position in MKTW in Q1 2021 and held it in 2 quarters. The position peaked at $2.67M in Q2 2021. 43 funds tracked by Wall St. Rank hold MKTW as of Q3 2021.

  • Capstone Investment Advisors reported no remaining MarketWise position as of Q3 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 13,435 MarketWise shares in Q3 2021, an estimated $2.67M.
  • Capstone Investment Advisors first reported a position in MarketWise in Q1 2021 and held it in 2 quarters.
  • Capstone Investment Advisors's MarketWise position peaked at $2.67M in Q2 2021.
  • 43 funds tracked by Wall St. Rank held MarketWise as of Q3 2021.

Based on Capstone Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.