Cerity Partners’s MarketWise MKTW Stock Holding History

Cerity Partners’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	-22,120	Closed	-$296K	–	2531
2024 Q3	$296K	Buy	22,120 +20,314	+1,125%	+$373K	﹤0.01%	2072
2024 Q2	$41.9K	Buy	+1,806	New	+$53.2K	﹤0.01%	2179

Other funds holding MKTW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cerity Partners's MKTW Position: Q4 2024 in Review

Cerity Partners sold out of MarketWise (MKTW) in Q4 2024, closing a stake of 22,120 shares — an estimated $296K sold.

Cerity Partners first reported a position in MKTW in Q2 2024 and held it in 2 quarters. The position peaked at $296K in Q3 2024. 59 funds tracked by Wall St. Rank hold MKTW as of Q4 2024.

Cerity Partners reported no remaining MarketWise position as of Q4 2024 after selling out during the quarter.
Cerity Partners sold 22,120 MarketWise shares in Q4 2024, an estimated $296K.
Cerity Partners first reported a position in MarketWise in Q2 2024 and held it in 2 quarters.
Cerity Partners's MarketWise position peaked at $296K in Q3 2024.
59 funds tracked by Wall St. Rank held MarketWise as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.