Center for Financial Planning’s MarketAxess Holdings MKTX Stock Holding History

Center for Financial Planning’s Portfolio MKTX Stock Details MKTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-37	Closed	-$18K	–	529
2021 Q1	$18K	Hold	37	–	–	﹤0.01%	319
2020 Q4	$21K	Hold	37	–	–	0.01%	278
2020 Q3	$18K	Hold	37	–	–	0.01%	269
2020 Q2	$19K	Hold	37	–	–	0.01%	268
2020 Q1	$12K	Hold	37	–	–	﹤0.01%	302
2019 Q4	$14K	Buy	+37	New	+$13.6K	﹤0.01%	289

Other funds holding MKTX

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Center for Financial Planning's MKTX Position: Q2 2021 in Review

Center for Financial Planning sold out of MarketAxess Holdings (MKTX) in Q2 2021, closing a stake of 37 shares — an estimated $18K sold.

Center for Financial Planning first reported a position in MKTX in Q4 2019 and held it in 6 quarters. The position peaked at $21K in Q4 2020. 551 funds tracked by Wall St. Rank hold MKTX as of Q2 2021.

Center for Financial Planning reported no remaining MarketAxess Holdings position as of Q2 2021 after selling out during the quarter.
Center for Financial Planning sold 37 MarketAxess Holdings shares in Q2 2021, an estimated $18K.
Center for Financial Planning first reported a position in MarketAxess Holdings in Q4 2019 and held it in 6 quarters.
Center for Financial Planning's MarketAxess Holdings position peaked at $21K in Q4 2020.
551 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.