CAPTRUST Financial Advisors
MKTW icon

CAPTRUST Financial Advisors’s MarketWise MKTW Stock Holding History

CAPTRUST Financial 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
Q2 		– Sell
-550
Closed -$109K – 4602
2021
Q1 		$109K Buy
+550
New +$114K ﹤0.01% 1891

Other funds holding MKTW

HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
OPU
Omni Partners US Irvine, California $1.95B AUM
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

CAPTRUST Financial Advisors's MKTW Position: Q2 2021 in Review

CAPTRUST Financial Advisors sold out of MarketWise (MKTW) in Q2 2021, closing a stake of 550 shares — an estimated $109K sold.

CAPTRUST Financial Advisors first reported a position in MKTW in Q1 2021 and held it in 1 quarter. The position peaked at $109K in Q1 2021. 70 funds tracked by Wall St. Rank hold MKTW as of Q2 2021.

  • CAPTRUST Financial Advisors reported no remaining MarketWise position as of Q2 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 550 MarketWise shares in Q2 2021, an estimated $109K.
  • CAPTRUST Financial Advisors first reported a position in MarketWise in Q1 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's MarketWise position peaked at $109K in Q1 2021.
  • 70 funds tracked by Wall St. Rank held MarketWise as of Q2 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.